O'Brien Wealth Partners LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,105 filers reported holding VANGUARD INDEX FDS in Q2 2018. The put-call ratio across all filers is 0.57 and the average weighting 2.3%.

Quarter-by-quarter ownership
O'Brien Wealth Partners LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$37,311,117
-6.1%
175,656
-2.6%
10.70%
-8.5%
Q2 2023$39,721,510
+7.7%
180,323
-0.2%
11.69%
+0.6%
Q1 2023$36,866,980
+3.5%
180,632
-3.1%
11.62%
-17.9%
Q4 2022$35,622,481
+5.2%
186,320
-1.3%
14.14%
-0.7%
Q3 2022$33,864,000
-3.3%
188,690
+1.7%
14.25%
-2.6%
Q2 2022$35,006,000
-5.7%
185,591
-0.7%
14.62%
-0.7%
Q1 2022$37,112,000
-15.1%
186,820
-2.7%
14.73%
-2.9%
Q4 2021$43,699,000
-3.1%
192,024
-4.7%
15.16%
-3.8%
Q3 2021$45,114,000
-3.2%
201,581
-2.3%
15.76%
+2.3%
Q2 2021$46,596,000
+0.3%
206,289
-5.5%
15.41%
+0.1%
Q1 2021$46,460,000
+2.9%
218,278
-3.7%
15.39%
-5.6%
Q4 2020$45,143,000
+10.6%
226,567
-2.4%
16.31%
-2.2%
Q3 2020$40,814,000
-21.8%
232,111
-29.2%
16.67%
-23.2%
Q2 2020$52,170,000
+50.3%
327,621
+18.4%
21.72%
+11.4%
Q1 2020$34,720,000
+19.7%
276,607
+56.9%
19.50%
-5.9%
Q4 2019$29,000,000
+1.6%
176,304
-6.7%
20.72%
-7.6%
Q3 2019$28,537,000
-8.7%
188,985
-7.8%
22.41%
-2.0%
Q2 2019$31,260,000
-2.3%
204,915
-7.3%
22.87%
+1.1%
Q1 2019$31,992,000
-4.9%
221,078
-12.1%
22.62%
-1.8%
Q4 2018$33,658,000
-17.4%
251,521
-7.7%
23.04%
-13.0%
Q3 2018$40,759,000
-9.2%
272,359
-14.8%
26.48%
-20.9%
Q2 2018$44,893,000
-2.6%
319,680
-5.9%
33.48%
+5.5%
Q1 2018$46,103,000
-10.7%
339,693
-9.6%
31.73%
-2.6%
Q4 2017$51,601,000
-1.5%
375,960
-7.0%
32.56%
+19.6%
Q3 2017$52,362,000
+4.8%
404,276
+0.7%
27.24%
+3.3%
Q2 2017$49,940,000
+5.4%
401,288
+2.7%
26.36%
+0.2%
Q1 2017$47,386,000
+19.0%
390,588
+13.1%
26.32%
+10.5%
Q4 2016$39,826,000
+16.7%
345,349
+12.6%
23.82%
+6.9%
Q3 2016$34,141,000
+12.7%
306,669
+8.5%
22.29%
+5.5%
Q2 2016$30,281,000
+16.5%
282,577
+14.0%
21.12%
+4.6%
Q1 2016$25,993,000
-5.5%
247,976
-5.9%
20.20%
-24.8%
Q4 2015$27,493,000263,59626.88%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2018
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