Perennial Advisors, 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
Perennial Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,795,954
-3.8%
13,163
-0.2%
0.75%
+1.8%
Q2 2023$2,906,196
+19.1%
13,193
+10.4%
0.74%
+6.2%
Q1 2023$2,439,357
-43.6%
11,952
-47.1%
0.70%
-49.2%
Q4 2022$4,322,015
+9.3%
22,606
+2.6%
1.37%
+5.9%
Q3 2022$3,955,000
+55.8%
22,036
+63.7%
1.30%
+64.2%
Q2 2022$2,539,000
+52.9%
13,459
+84.4%
0.79%
+79.1%
Q1 2022$1,661,000
-12.3%
7,297
-7.0%
0.44%
-13.7%
Q4 2021$1,895,000
+7.7%
7,849
-0.9%
0.51%
-1.4%
Q3 2021$1,759,000
+0.2%
7,920
+0.5%
0.52%
+1.8%
Q2 2021$1,755,000
+5.6%
7,878
-2.1%
0.51%
-2.7%
Q1 2021$1,662,000
+8.8%
8,043
+2.5%
0.52%
-2.8%
Q4 2020$1,527,000
+19.6%
7,846
+4.7%
0.54%
+2.9%
Q3 2020$1,277,000
+9.0%
7,496
+0.1%
0.52%
+5.0%
Q2 2020$1,172,000
-42.4%
7,488
-52.6%
0.50%
-56.1%
Q1 2020$2,035,000
+71.2%
15,783
+117.2%
1.13%
+98.6%
Q4 2019$1,189,000
+4.9%
7,265
-3.2%
0.57%
-2.7%
Q3 2019$1,133,000
+1.4%
7,505
+0.8%
0.59%
-1.3%
Q2 2019$1,117,000
+3.0%
7,445
-0.6%
0.60%
-3.4%
Q1 2019$1,084,000
+13.5%
7,491
+0.1%
0.62%
-0.3%
Q4 2018$955,000
-15.6%
7,486
-1.1%
0.62%
-5.2%
Q3 2018$1,132,000
+3.4%
7,567
-2.9%
0.65%
-3.4%
Q2 2018$1,095,000
+3.2%
7,794
-0.3%
0.68%
+0.7%
Q1 2018$1,061,000
-0.5%
7,820
+0.7%
0.67%
+1.2%
Q4 2017$1,066,000
+8.0%
7,767
+1.9%
0.66%
-0.9%
Q3 2017$987,000
+4.9%
7,622
+0.8%
0.67%
-2.2%
Q2 2017$941,000
+3.3%
7,563
+0.7%
0.68%
-2.6%
Q1 2017$911,000
-0.7%
7,507
-5.6%
0.70%
-13.6%
Q4 2016$917,0007,9560.81%
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