Shepherd Financial Partners LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,101 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 1.14 and the average weighting 2.6%.

Quarter-by-quarter ownership
Shepherd Financial Partners LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$561,643
-3.3%
2,644
+0.3%
0.09%
-2.2%
Q2 2023$580,908
+5.8%
2,637
-2.0%
0.09%
-2.2%
Q1 2023$549,035
+4.8%
2,690
-1.9%
0.09%
-3.2%
Q4 2022$523,981
+7.6%
2,741
+1.0%
0.10%0.0%
Q3 2022$487,000
-2.8%
2,714
+2.3%
0.10%
-3.1%
Q2 2022$501,000
-16.9%
2,654
+0.3%
0.10%
-9.3%
Q1 2022$603,000
+10.2%
2,647
+17.0%
0.11%
+13.7%
Q4 2021$547,000
+9.2%
2,263
+0.1%
0.10%
-2.1%
Q3 2021$501,000
-0.2%
2,261
+0.3%
0.10%
+2.1%
Q2 2021$502,000
-4.9%
2,254
-11.7%
0.10%
-18.8%
Q1 2021$528,000
+4.1%
2,553
-2.0%
0.12%
+0.9%
Q4 2020$507,000
+25.5%
2,605
+9.9%
0.12%
+22.1%
Q3 2020$404,000
+1.0%
2,370
-7.4%
0.10%
-12.0%
Q2 2020$400,000
-34.4%
2,559
-45.9%
0.11%
-48.8%
Q1 2020$610,000
-5.7%
4,734
+19.9%
0.21%
+40.7%
Q4 2019$647,000
+8.6%
3,9470.0%0.15%
+0.7%
Q3 2019$596,000
+17.1%
3,947
+16.3%
0.15%
+55.2%
Q2 2019$509,000
+6.7%
3,393
+2.8%
0.10%
+4.3%
Q1 2019$477,000
-49.6%
3,299
-55.5%
0.09%
-55.3%
Q4 2018$946,000
+3.1%
7,406
+13.2%
0.21%
-0.5%
Q3 2018$918,000
-0.1%
6,5440.0%0.21%0.0%
Q2 2018$919,000
+40.7%
6,544
+36.1%
0.21%
+28.6%
Q1 2018$653,000
+77.0%
4,809
+78.7%
0.16%
+85.1%
Q4 2017$369,000
+4.5%
2,6910.0%0.09%
+6.1%
Q3 2017$353,000
+1.1%
2,691
-4.2%
0.08%
-3.5%
Q2 2017$349,000
-10.5%
2,808
-13.1%
0.08%
-15.8%
Q1 2017$390,000
-8.2%
3,232
-11.4%
0.10%
-16.5%
Q4 2016$425,0003,6490.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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