Ken Stern & Associates, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 904 filers reported holding VANGUARD INDEX FDS in Q1 2017. The put-call ratio across all filers is 0.76 and the average weighting 2.5%.

Quarter-by-quarter ownership
Ken Stern & Associates, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2018$944,000
-10.1%
6,306
-15.7%
0.41%
-15.3%
Q2 2018$1,050,000
+18.9%
7,477
+14.9%
0.48%
+24.7%
Q1 2018$883,000
-37.7%
6,508
-37.0%
0.39%
-37.1%
Q4 2017$1,418,000
-5.5%
10,333
-10.8%
0.62%
-6.8%
Q3 2017$1,500,000
+9.5%
11,580
+5.4%
0.66%
+6.1%
Q2 2017$1,370,000
-12.3%
10,987
-13.7%
0.62%
-14.7%
Q1 2017$1,562,000
+99.5%
12,736
+87.5%
0.73%
+81.0%
Q4 2016$783,000
+18.1%
6,791
+14.1%
0.40%
-11.6%
Q3 2016$663,000
+5.6%
5,952
+1.6%
0.46%
-7.1%
Q2 2016$628,000
-11.9%
5,856
-14.0%
0.49%
-0.2%
Q1 2016$713,000
+4.7%
6,806
+4.2%
0.49%
+8.1%
Q4 2015$681,000
+25.6%
6,531
+18.9%
0.46%
+8.6%
Q3 2015$542,000
+119.4%
5,491
+84.7%
0.42%
+119.3%
Q4 2014$247,0002,9730.19%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2017
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,021,603$225,039100.00%
Rainwater Charitable Foundation 457,782$100,840,21973.29%
Ebor Charitable Trust 77,869$17,152,98368.48%
Cabot-Wellington, LLC 538,033$118,517,82265.65%
Gibson Capital, LLC 972,491$214,220,49355.65%
University of Massachusetts Foundation, Inc. 503,429$110,895,34052.21%
Avalon Advisory Group 414,742$91,359,41151.97%
Beacon Wealthcare LLC 454,010$100,009,24551.01%
AEGON USA Investment Management, LLC 387,771$85,418,19649.00%
CARL STUART INVESTMENT ADVISOR, INC 281,327$61,970,71947.55%
View complete list of VANGUARD INDEX FDS shareholders