Kovitz Investment Group Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,327 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 2.4%.

Quarter-by-quarter ownership
Kovitz Investment Group Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$41,324,381
+0.5%
194,550
+4.2%
0.74%
+23.1%
Q2 2023$41,116,823
+110978.5%
186,657
+2.9%
0.60%
-6.2%
Q1 2023$37,016
+317.7%
181,360
+291.3%
0.64%
+267.4%
Q4 2022$8,861
-99.9%
46,346
-2.6%
0.18%
-11.2%
Q3 2022$8,540,000
-10.3%
47,582
-5.7%
0.20%
-6.6%
Q2 2022$9,520,000
-14.6%
50,470
+3.1%
0.21%
-0.5%
Q1 2022$11,144,000
+16.5%
48,948
-0.4%
0.21%
-5.8%
Q4 2021$9,562,000
-12.1%
49,128
+0.3%
0.22%
+4.2%
Q3 2021$10,877,000
-1.7%
48,983
-1.3%
0.22%
-0.9%
Q2 2021$11,060,000
+9.8%
49,637
+1.8%
0.22%
-7.2%
Q1 2021$10,074,000
+5.4%
48,740
-0.8%
0.24%
+0.9%
Q4 2020$9,562,000
+15.4%
49,127
+1.0%
0.23%
+0.4%
Q3 2020$8,284,000
+8.2%
48,641
-0.6%
0.23%
-2.1%
Q2 2020$7,658,000
+23.5%
48,922
+1.7%
0.24%
+5.8%
Q1 2020$6,202,000
+9.6%
48,106
+39.1%
0.22%
+35.8%
Q4 2019$5,660,000
+23.7%
34,592
+14.2%
0.16%
+13.0%
Q3 2019$4,574,000
+80.9%
30,294
+79.9%
0.15%
+82.5%
Q2 2019$2,528,000
+11.1%
16,841
+7.2%
0.08%
+11.1%
Q1 2019$2,275,000
+10.8%
15,715
-2.4%
0.07%
-11.1%
Q4 2018$2,054,000
-0.3%
16,094
+16.9%
0.08%
-13.8%
Q3 2018$2,060,000
+28.5%
13,763
+20.6%
0.09%
+25.3%
Q2 2018$1,603,000
-6.9%
11,412
-10.1%
0.08%
-9.6%
Q1 2018$1,722,000
-9.5%
12,690
-8.4%
0.08%
+2.5%
Q4 2017$1,902,000
+0.6%
13,856
-5.1%
0.08%
-13.8%
Q3 2017$1,891,000
+2.8%
14,600
-1.2%
0.09%
-4.1%
Q2 2017$1,839,000
+5.8%
14,775
+3.1%
0.10%
+2.1%
Q1 2017$1,739,000
+6.4%
14,333
+1.1%
0.10%
+1.1%
Q4 2016$1,635,0000.0%14,180
-3.4%
0.10%
-5.9%
Q3 2016$1,635,000
+1.5%
14,685
-2.3%
0.10%
-9.8%
Q2 2016$1,611,000
+14.1%
15,029
+11.5%
0.11%
+34.9%
Q1 2016$1,412,00013,4740.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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