BEACON INVESTMENT ADVISORY SERVICES, INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,752 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
BEACON INVESTMENT ADVISORY SERVICES, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$105,538,529
-3.8%
496,862
-0.2%
5.20%
+2.8%
Q2 2023$109,672,363
+9.1%
497,877
+1.1%
5.06%
+3.5%
Q1 2023$100,556,086
+4.0%
492,680
-2.5%
4.89%
-1.3%
Q4 2022$96,659,810
+7.2%
505,569
+0.6%
4.95%
-0.2%
Q3 2022$90,150,000
-3.6%
502,312
+1.3%
4.96%
+1.8%
Q2 2022$93,538,000
-17.0%
495,905
+0.2%
4.87%
+1.4%
Q1 2022$112,649,000
-5.6%
494,793
+0.1%
4.80%
+3.7%
Q4 2021$119,313,000
+16.7%
494,172
+7.3%
4.64%
+9.5%
Q3 2021$102,271,000
-1.2%
460,555
-0.9%
4.23%
+1.0%
Q2 2021$103,502,000
+5.7%
464,510
-1.9%
4.19%
-1.9%
Q1 2021$97,887,000
+5.5%
473,595
-0.6%
4.27%
-0.3%
Q4 2020$92,770,000
+17.1%
476,625
+2.4%
4.29%
+4.3%
Q3 2020$79,238,000
+7.6%
465,255
-1.1%
4.11%
-2.0%
Q2 2020$73,650,000
+18.9%
470,515
-2.0%
4.20%
-3.9%
Q1 2020$61,920,000
-11.1%
480,335
+12.8%
4.37%
+17.5%
Q4 2019$69,664,000
+8.2%
425,766
-0.1%
3.72%
-42.3%
Q3 2019$64,377,000
+0.8%
426,335
+0.2%
6.44%
-4.8%
Q2 2019$63,860,000
-0.8%
425,481
-4.3%
6.76%
-0.9%
Q1 2019$64,365,000
+27.4%
444,786
+12.3%
6.82%
+22.1%
Q4 2018$50,530,000
-25.6%
395,911
-12.8%
5.59%
-15.3%
Q3 2018$67,946,000
+6.6%
454,034
+0.0%
6.60%
+2.4%
Q2 2018$63,733,000
+1.2%
453,840
-2.1%
6.45%
-0.7%
Q1 2018$62,948,000
+5.8%
463,805
+6.9%
6.49%
+3.3%
Q4 2017$59,523,000
-37.1%
433,683
-40.6%
6.29%
-22.5%
Q3 2017$94,603,000
+159.7%
730,415
+149.5%
8.11%
+24.6%
Q2 2017$36,428,000
-0.3%
292,713
-2.8%
6.51%
-6.9%
Q1 2017$36,537,000
+6.6%
301,164
+1.4%
6.99%
+5.6%
Q4 2016$34,266,000
+1.9%
297,138
-1.6%
6.62%
-9.9%
Q3 2016$33,627,000
+3.1%
302,046
-99.0%
7.35%
+3.6%
Q2 2016$32,611,000
+2.3%
30,432,474
+9906.3%
7.09%
+4.0%
Q1 2016$31,879,000
-1.0%
304,134
-1.5%
6.82%
+12.4%
Q4 2015$32,196,000
+1.1%
308,684
-4.3%
6.07%
+3.1%
Q3 2015$31,859,000
-13.5%
322,720
-6.3%
5.88%
+1.3%
Q2 2015$36,848,000344,3135.81%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Symetra Investment Management Co 400,339$91,145,000100.00%
Rainwater Charitable Foundation 565,280$128,697,00085.29%
Monashee Investment Management LLC 1,137,100$259,065,00075.03%
Ebor Charitable Trust 109,944$25,031,00067.78%
Kinsale Capital Group, Inc. 338,125$76,981,00064.53%
Cabot-Wellington, LLC 524,832$119,554,74259.13%
Gibson Capital, LLC 947,666$215,624,00053.98%
Beacon Wealthcare LLC 465,024$105,872,00052.17%
VIEWPOINT INVESTMENT PARTNERS CORP 270,273$65,254,00051.75%
Avalon Advisory Group 428,772$97,619,00051.34%
View complete list of VANGUARD INDEX FDS shareholders