INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,265 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.50 and the average weighting 2.4%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$933,576
-3.6%
4,395
+0.0%
0.15%
-2.5%
Q2 2023$967,939
+7.9%
4,3940.0%0.16%
+6.1%
Q1 2023$896,837
-61.7%
4,394
-64.1%
0.15%
-61.9%
Q4 2022$2,339,035
+26.9%
12,234
+19.2%
0.39%
+18.7%
Q3 2022$1,843,000
+1461.9%
10,267
+1545.4%
0.33%
+1535.0%
Q2 2022$118,000
-67.5%
624
-60.9%
0.02%
-64.9%
Q1 2022$363,000
-37.0%
1,594
-33.2%
0.06%
-36.7%
Q4 2021$576,000
+8.7%
2,386
+0.0%
0.09%
+5.9%
Q3 2021$530,000
-0.2%
2,385
+0.1%
0.08%
-3.4%
Q2 2021$531,000
+4.5%
2,383
-3.1%
0.09%
-10.2%
Q1 2021$508,000
+6.1%
2,4600.0%0.10%
-3.0%
Q4 2020$479,000
+351.9%
2,460
+296.8%
0.10%
+304.0%
Q3 2020$106,000
+9.3%
6200.0%0.02%
+25.0%
Q2 2020$97,000
+21.2%
6200.0%0.02%
+11.1%
Q1 2020$80,000
-20.8%
6200.0%0.02%
-14.3%
Q4 2019$101,000
-34.8%
620
-39.6%
0.02%
-38.2%
Q3 2019$155,000
+0.6%
1,0270.0%0.03%
+3.0%
Q2 2019$154,000
+3.4%
1,0270.0%0.03%
+6.5%
Q1 2019$149,000
-59.9%
1,027
-64.8%
0.03%
-62.7%
Q4 2018$372,000
-14.1%
2,916
+0.7%
0.08%
-3.5%
Q3 2018$433,000
+6.4%
2,8960.0%0.09%
+1.2%
Q2 2018$407,000
+20.8%
2,896
+16.7%
0.08%
+19.7%
Q1 2018$337,000
-8.2%
2,481
-7.2%
0.07%
+1.4%
Q4 2017$367,000
+9.2%
2,674
+3.0%
0.07%
+2.9%
Q3 2017$336,000
+9.8%
2,595
+5.5%
0.07%
-9.3%
Q2 2017$306,000
+3.0%
2,459
+0.4%
0.08%
-18.5%
Q1 2017$297,000
+41.4%
2,450
+34.5%
0.09%
+39.4%
Q4 2016$210,000
-1.4%
1,822
-4.8%
0.07%
-7.0%
Q3 2016$213,000
-0.9%
1,913
-4.5%
0.07%
-5.3%
Q2 2016$215,0002,0030.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
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