Wellesley Investment Partners, LLC - 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
Wellesley Investment Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2020$6,855,000
-47.8%
40,252
-52.0%
2.34%
+1.0%
Q2 2020$13,120,000
+126.2%
83,824
+86.3%
2.32%
+0.7%
Q1 2020$5,799,000
-65.3%
44,985
-55.9%
2.30%
-10.2%
Q4 2019$16,706,000
+122.0%
102,104
+104.9%
2.57%
+3.9%
Q3 2019$7,525,000
+0.7%
49,837
+0.1%
2.47%
-4.0%
Q2 2019$7,475,000
+7.1%
49,803
+3.3%
2.58%
+7.6%
Q1 2019$6,977,000
-43.6%
48,217
-50.2%
2.39%
+8.8%
Q4 2018$12,364,000
+70.4%
96,884
+99.9%
2.20%
-6.9%
Q3 2018$7,254,000
+4.4%
48,476
-2.1%
2.36%
-2.2%
Q2 2018$6,951,000
+5.0%
49,500
+1.4%
2.42%
+1.5%
Q1 2018$6,622,000
-48.2%
48,797
-47.6%
2.38%
-1.5%
Q4 2017$12,774,000
+8.4%
93,078
+2.3%
2.42%0.0%
Q3 2017$11,782,000
+6.6%
90,968
+2.4%
2.42%
+4.0%
Q2 2017$11,052,000
+109.6%
88,816
+104.3%
2.32%
-0.2%
Q1 2017$5,273,000
+8.7%
43,465
+3.3%
2.33%
-0.9%
Q4 2016$4,853,000
+6.9%
42,090
+3.3%
2.35%0.0%
Q3 2016$4,538,000
+4.2%
40,763
+0.2%
2.35%
+0.0%
Q2 2016$4,357,000
+3.1%
40,668
+0.9%
2.35%
-7.2%
Q1 2016$4,224,000
-0.4%
40,300
-0.9%
2.53%
-13.3%
Q4 2015$4,243,00040,6812.92%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,129,888$240,000100.00%
Rainwater Charitable Foundation 393,298$83,540,42869.12%
Delphia (USA) Inc. 4,683$994,64868.94%
Ebor Charitable Trust 104,269$22,147,77866.69%
Cabot-Wellington, LLC 538,906$114,468,94666.12%
AEGON USA Investment Management, LLC 385,505$81,885,11759.06%
Gibson Capital, LLC 966,210$205,232,70955.47%
University of Massachusetts Foundation, Inc. 503,429$106,933,35452.28%
Avalon Advisory Group 414,001$87,937,86451.72%
Beacon Wealthcare LLC 445,142$94,552,54449.96%
View complete list of VANGUARD INDEX FDS shareholders