Patriot Financial Group Insurance Agency, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,835 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.12 and the average weighting 2.7%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,110,055
+9.5%
33,473
+13.6%
1.47%
+20.2%
Q2 2023$6,491,025
-12.3%
29,467
-18.7%
1.22%
-18.5%
Q1 2023$7,398,842
-4.0%
36,251
-10.1%
1.50%
+44.8%
Q4 2022$7,710,115
+7.9%
40,327
+1.3%
1.04%
-40.5%
Q3 2022$7,144,000
+2.8%
39,807
+8.0%
1.74%
+23.4%
Q2 2022$6,950,000
-4.1%
36,847
+15.7%
1.41%
+9.3%
Q1 2022$7,250,000
+3.3%
31,843
+9.5%
1.29%
+10.7%
Q4 2021$7,020,000
+18.2%
29,077
+8.8%
1.17%
+10.8%
Q3 2021$5,937,000
+4.2%
26,735
+4.6%
1.05%
+1.2%
Q2 2021$5,696,000
+15.0%
25,564
+6.7%
1.04%
-8.4%
Q1 2021$4,953,000
+22.1%
23,962
-14.6%
1.14%
+11.6%
Q4 2020$4,057,000
+20.7%
28,046
+42.1%
1.02%
-7.0%
Q3 2020$3,361,000
+5.5%
19,733
-3.1%
1.09%
-10.3%
Q2 2020$3,187,000
+38.0%
20,358
+13.6%
1.22%
+15.5%
Q1 2020$2,310,000
-10.5%
17,922
+13.6%
1.06%
+9.0%
Q4 2019$2,582,000
+18.9%
15,780
+9.7%
0.97%
-0.9%
Q3 2019$2,172,000
-9.8%
14,387
-9.5%
0.98%
-6.0%
Q2 2019$2,408,000
+16.6%
15,895
+11.3%
1.04%
-2.0%
Q1 2019$2,066,000
+16.3%
14,277
+2.6%
1.06%
-9.3%
Q4 2018$1,777,000
-12.2%
13,921
+2.9%
1.17%
-3.2%
Q3 2018$2,024,000
+32.1%
13,525
+23.9%
1.21%
-26.3%
Q2 2018$1,532,000
-48.1%
10,912
-50.9%
1.64%
-24.9%
Q1 2018$2,949,000
+3.0%
22,238
+9.1%
2.18%
+1.9%
Q4 2017$2,864,000
+23.3%
20,377
+14.8%
2.14%
+3.2%
Q3 2017$2,323,000
+17.1%
17,744
+11.5%
2.08%
+0.5%
Q2 2017$1,983,000
+12.0%
15,914
+8.4%
2.07%
+10.8%
Q1 2017$1,770,000
+9.1%
14,678
+5.7%
1.86%
-16.0%
Q4 2016$1,623,00013,8862.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
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