Berkeley Capital Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,538 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.50 and the average weighting 2.6%.

Quarter-by-quarter ownership
Berkeley Capital Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,144,663
-2.3%
10,097
+1.3%
0.77%
-0.5%
Q2 2023$2,195,261
+9.1%
9,966
+1.1%
0.78%
+4.3%
Q1 2023$2,012,346
+3.9%
9,860
-2.7%
0.75%
-0.4%
Q4 2022$1,937,608
+9.2%
10,134
+2.5%
0.75%
-2.5%
Q3 2022$1,775,000
-4.2%
9,889
+0.7%
0.77%
+0.5%
Q2 2022$1,853,000
-16.0%
9,824
+1.4%
0.76%
-13.1%
Q1 2022$2,206,000
+206.0%
9,689
+224.7%
0.88%
+197.0%
Q4 2021$721,000
+21.4%
2,984
+11.6%
0.30%
+8.4%
Q3 2021$594,000
+3.7%
2,673
+3.9%
0.27%
+7.1%
Q2 2021$573,000
+13.2%
2,572
+5.0%
0.26%
+4.5%
Q1 2021$506,000
+10.7%
2,449
+4.4%
0.24%
+3.8%
Q4 2020$457,000
+0.2%
2,346
-12.4%
0.24%
-15.5%
Q3 2020$456,000
+3.9%
2,679
-4.6%
0.28%
+3.0%
Q2 2020$439,000
+6.6%
2,807
-12.2%
0.27%
-3.6%
Q1 2020$412,000
-45.6%
3,196
-31.0%
0.28%
-27.8%
Q4 2019$758,000
+3.6%
4,633
-4.4%
0.39%
+0.5%
Q3 2019$732,000
+4.1%
4,847
+3.4%
0.39%
+17.7%
Q2 2019$703,000
-2.2%
4,686
-5.7%
0.33%
-7.9%
Q1 2019$719,000
+11.3%
4,971
-1.8%
0.36%
-1.1%
Q4 2018$646,000
+13.7%
5,063
+33.3%
0.36%
+12.5%
Q3 2018$568,000
+0.7%
3,798
-5.5%
0.32%
-3.0%
Q2 2018$564,000
+9.5%
4,018
+5.8%
0.33%
+11.1%
Q1 2018$515,000
-19.8%
3,798
-18.8%
0.30%
-29.8%
Q4 2017$642,000
-6.1%
4,677
-11.4%
0.42%
-7.4%
Q3 2017$684,000
-7.3%
5,279
-10.9%
0.46%
-9.1%
Q2 2017$738,000
-5.9%
5,928
-8.3%
0.50%
-5.6%
Q1 2017$784,000
-4.7%
6,464
-9.5%
0.53%
-10.1%
Q4 2016$823,000
-55.3%
7,141
-56.8%
0.59%
-54.8%
Q3 2016$1,841,000
-20.7%
16,539
-23.7%
1.31%
-19.4%
Q2 2016$2,322,000
-28.1%
21,670
-29.7%
1.63%
-30.2%
Q1 2016$3,229,000
-77.9%
30,806
-78.0%
2.34%
-80.3%
Q4 2015$14,596,000139,93911.86%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
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