HMS Capital Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,277 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.31 and the average weighting 2.4%.

Quarter-by-quarter ownership
HMS Capital Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$380,851
-3.6%
1,793
-0.1%
0.25%
+5.0%
Q2 2023$395,182
-8.7%
1,794
-15.4%
0.24%
-12.1%
Q1 2023$432,692
-2.2%
2,120
-8.4%
0.27%
+7.9%
Q4 2022$442,605
-72.0%
2,315
-73.8%
0.25%
-73.7%
Q3 2022$1,583,000
-5.4%
8,820
-0.6%
0.96%
+14.3%
Q2 2022$1,673,000
+195.1%
8,871
+256.1%
0.84%
+254.9%
Q1 2022$567,000
-8.1%
2,491
-2.6%
0.24%
-11.9%
Q4 2021$617,000
+8.6%
2,5570.0%0.27%
+0.7%
Q3 2021$568,000
-0.4%
2,5570.0%0.27%
+4.3%
Q2 2021$570,000
+16.8%
2,557
+8.3%
0.26%
+23.7%
Q1 2021$488,000
+3.6%
2,362
-2.5%
0.21%
-3.3%
Q4 2020$471,000
-47.8%
2,422
-54.5%
0.21%
-39.0%
Q3 2020$903,000
-12.2%
5,322
-19.6%
0.35%
-22.3%
Q2 2020$1,029,000
+20.6%
6,6180.0%0.45%
-45.6%
Q1 2020$853,000
-85.3%
6,618
-81.3%
0.83%
-65.9%
Q4 2019$5,789,000
+8.4%
35,383
+0.0%
2.44%
+22.6%
Q3 2019$5,341,000
-0.7%
35,371
-1.3%
1.99%
-14.4%
Q2 2019$5,379,000
-10.6%
35,841
-13.8%
2.32%
-9.4%
Q1 2019$6,018,000
+1118.2%
41,583
+974.8%
2.56%
+928.9%
Q4 2018$494,000
-12.4%
3,869
+2.7%
0.25%
-11.1%
Q3 2018$564,000
+4.6%
3,768
-1.8%
0.28%
-8.2%
Q2 2018$539,000
+6.5%
3,837
+2.9%
0.30%
-9.2%
Q1 2018$506,0003,7280.34%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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