New Capital Management LP - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,752 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
New Capital Management LP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2022$221,000
-5.2%
970
+0.3%
0.16%
+31.4%
Q4 2021$233,000
+7.4%
967
+0.3%
0.12%
+1.7%
Q3 2021$217,000
+9.6%
964
+0.6%
0.12%
-32.8%
Q1 2021$198,000
+4.2%
958
-1.6%
0.18%
+80.6%
Q4 2020$190,000
+15.2%
974
+0.4%
0.10%
-45.9%
Q3 2020$165,000
+9.3%
970
+0.3%
0.18%
-11.7%
Q2 2020$151,000
+21.8%
967
+0.5%
0.20%
-12.8%
Q1 2020$124,000
-21.0%
962
+0.4%
0.24%
-9.6%
Q4 2019$157,000
+9.0%
958
+0.5%
0.26%
+116.7%
Q3 2019$144,000
+1.4%
953
+0.5%
0.12%
-51.8%
Q2 2019$142,000
+3.6%
948
+0.3%
0.25%
-35.5%
Q1 2019$137,000
+14.2%
945
+0.5%
0.39%
+76.3%
Q4 2018$120,000
-39.4%
940
-29.0%
0.22%
-32.2%
Q3 2018$198,000
+6.5%
1,3240.0%0.32%
-2.7%
Q2 2018$186,000
+3.9%
1,324
+0.5%
0.33%
-28.6%
Q1 2018$179,000
-63.1%
1,318
-64.8%
0.46%
-46.2%
Q3 2017$485,000
-52.7%
3,744
-55.7%
0.86%
-54.0%
Q2 2017$1,026,0000.0%8,4600.0%1.88%0.0%
Q1 2017$1,026,000
+140.3%
8,460
+128.4%
1.88%
+204.2%
Q4 2016$427,0003,7040.62%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,129,888$240,000100.00%
Rainwater Charitable Foundation 393,298$83,540,42869.12%
Delphia (USA) Inc. 4,683$994,64868.94%
Ebor Charitable Trust 104,269$22,147,77866.69%
Cabot-Wellington, LLC 538,906$114,468,94666.12%
AEGON USA Investment Management, LLC 385,505$81,885,11759.06%
Gibson Capital, LLC 966,210$205,232,70955.47%
University of Massachusetts Foundation, Inc. 503,429$106,933,35452.28%
Avalon Advisory Group 414,001$87,937,86451.72%
Beacon Wealthcare LLC 445,142$94,552,54449.96%
View complete list of VANGUARD INDEX FDS shareholders