Summit Trail Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,303 filers reported holding VANGUARD INDEX FDS in Q2 2019. The put-call ratio across all filers is 0.18 and the average weighting 2.4%.

Quarter-by-quarter ownership
Summit Trail Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$23,693,703
-4.8%
111,547
-1.3%
0.87%
-7.1%
Q2 2023$24,893,144
+25.2%
113,007
+16.0%
0.94%
+17.2%
Q1 2023$19,876,941
+6.4%
97,388
-0.4%
0.80%
-3.5%
Q4 2022$18,688,484
+9.4%
97,748
+2.7%
0.83%
-10.2%
Q3 2022$17,082,000
-8.8%
95,182
-4.1%
0.92%
-20.2%
Q2 2022$18,725,000
-15.7%
99,274
+1.8%
1.16%
-35.5%
Q1 2022$22,207,000
-10.2%
97,539
-4.8%
1.80%
+12.6%
Q4 2021$24,740,000
+17.9%
102,468
+8.5%
1.60%
+1.3%
Q3 2021$20,975,000
+1113.1%
94,458
+1116.9%
1.57%
+942.4%
Q2 2021$1,729,000
+45.7%
7,762
+35.2%
0.15%
+18.0%
Q1 2021$1,187,000
+5.9%
5,741
-0.3%
0.13%
-9.2%
Q4 2020$1,121,000
+8.6%
5,760
+0.9%
0.14%
-29.5%
Q3 2020$1,032,000
+35.4%
5,711
+17.3%
0.20%
+40.8%
Q2 2020$762,000
+26.2%
4,869
+4.0%
0.14%
-12.9%
Q1 2020$604,000
-13.8%
4,683
+0.9%
0.16%
-34.5%
Q3 2019$701,000
+2.3%
4,642
+1.8%
0.25%
-17.0%
Q2 2019$685,000
+4.1%
4,561
+0.3%
0.30%
+5.3%
Q1 2019$658,000
+330.1%
4,546
-67.5%
0.28%
+996.2%
Q1 2018$153,000
+200.0%
13,988
+3873.9%
0.03%
+333.3%
Q4 2017$51,0003520.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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