Berman Capital Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,197 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.48 and the average weighting 2.7%.

Quarter-by-quarter ownership
Berman Capital Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2021$9,524,000
+1.4%
42,892
+1.7%
1.50%
+0.1%
Q2 2021$9,397,000
+7.6%
42,177
-0.2%
1.50%
-18.0%
Q1 2021$8,735,000
+3.0%
42,264
-3.0%
1.82%
-10.1%
Q4 2020$8,484,000
+19.2%
43,589
+4.3%
2.03%
+0.6%
Q3 2020$7,115,000
+7.0%
41,779
-1.7%
2.02%
+15.8%
Q2 2020$6,649,000
+19.4%
42,480
-1.7%
1.74%
-2.9%
Q1 2020$5,569,000
-2.9%
43,203
+23.2%
1.80%
+8.7%
Q4 2019$5,738,000
+9.7%
35,075
+1.2%
1.65%
+1.3%
Q3 2019$5,231,000
+21.3%
34,643
+20.6%
1.63%
+18.9%
Q2 2019$4,311,000
+16.8%
28,728
+12.6%
1.37%
+11.1%
Q1 2019$3,690,000
+1.6%
25,505
-10.4%
1.24%
-13.4%
Q4 2018$3,633,000
+0.1%
28,470
+17.3%
1.43%
-6.7%
Q3 2018$3,631,000
-13.8%
24,264
-19.1%
1.53%
+4.3%
Q2 2018$4,214,000
+90.8%
30,010
+84.4%
1.47%
+74.1%
Q1 2018$2,209,000
-22.2%
16,272
-21.4%
0.84%
-10.4%
Q4 2017$2,840,00020,6920.94%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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