Klingman & Associates, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,253 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.60 and the average weighting 2.5%.

Quarter-by-quarter ownership
Klingman & Associates, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,662,755
-1.4%
45,491
+2.3%
0.78%
-1.3%
Q2 2023$9,798,885
+8.0%
44,484
+0.1%
0.79%
+1.3%
Q1 2023$9,069,282
+1.9%
44,435
-4.5%
0.78%
+0.1%
Q4 2022$8,897,164
+6.1%
46,536
-0.4%
0.78%
-5.2%
Q3 2022$8,386,000
-3.7%
46,729
+1.2%
0.82%
-3.3%
Q2 2022$8,708,000
-5.5%
46,169
+14.1%
0.85%
+8.7%
Q1 2022$9,214,000
-5.7%
40,471
+0.0%
0.78%
-6.7%
Q4 2021$9,767,000
+9.2%
40,453
+0.4%
0.84%
+0.4%
Q3 2021$8,945,000
+0.7%
40,283
+1.0%
0.84%
-1.9%
Q2 2021$8,885,000
+8.6%
39,873
+0.7%
0.85%
+0.7%
Q1 2021$8,185,000
+8.9%
39,600
+2.6%
0.85%
-2.4%
Q4 2020$7,513,000
+14.6%
38,600
+0.2%
0.87%
-1.7%
Q3 2020$6,558,000
-3.3%
38,509
-11.1%
0.88%
-14.9%
Q2 2020$6,781,000
+59.0%
43,320
+30.9%
1.04%
+19.2%
Q1 2020$4,266,000
-7.6%
33,093
+17.3%
0.87%
+15.1%
Q4 2019$4,617,000
+8.9%
28,218
+0.5%
0.76%
-0.4%
Q3 2019$4,238,000
+3.8%
28,067
+3.2%
0.76%
+0.1%
Q2 2019$4,081,000
+3.0%
27,187
-0.7%
0.76%
-1.9%
Q1 2019$3,963,000
+14.5%
27,383
+1.0%
0.77%
-0.8%
Q4 2018$3,460,000
+0.5%
27,108
+17.8%
0.78%
+10.5%
Q3 2018$3,443,000
+50.3%
23,008
+41.1%
0.70%
+43.0%
Q2 2018$2,290,000
+69.6%
16,305
+64.0%
0.49%
+62.7%
Q1 2018$1,350,000
-1.1%
9,9450.0%0.30%
+1.7%
Q4 2017$1,365,000
+16.4%
9,945
+9.8%
0.30%
+3.1%
Q3 2017$1,173,000
+4.1%
9,0580.0%0.29%
-4.0%
Q2 2017$1,127,000
+3.5%
9,058
+0.9%
0.30%
-0.3%
Q1 2017$1,089,000
+2.2%
8,978
-2.9%
0.30%
-6.8%
Q4 2016$1,066,000
-60.1%
9,242
-61.5%
0.32%
-59.8%
Q3 2016$2,672,000
+3.9%
24,0000.0%0.80%
-3.2%
Q2 2016$2,572,000
+2.2%
24,0000.0%0.83%
-7.8%
Q1 2016$2,516,000
+0.5%
24,0000.0%0.90%
-3.6%
Q4 2015$2,503,000
+5.7%
24,0000.0%0.94%
+0.8%
Q3 2015$2,369,000
-7.7%
24,0000.0%0.93%
-8.0%
Q2 2015$2,568,000
-0.2%
24,0000.0%1.01%
-4.5%
Q1 2015$2,574,000
+1.2%
24,0000.0%1.06%
+0.1%
Q4 2014$2,544,00024,0001.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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