Trellis Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,528 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.06 and the average weighting 2.7%.

Quarter-by-quarter ownership
Trellis Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$77,880,892
-2.1%
366,654
+1.5%
35.58%
+0.3%
Q2 2023$79,569,008
+8.3%
361,218
+0.3%
35.48%
+0.5%
Q1 2023$73,480,834
+7.8%
360,024
+1.0%
35.30%
-1.2%
Q4 2022$68,179,973
+11.1%
356,608
+4.3%
35.72%
+2.4%
Q3 2022$61,359,000
-5.5%
341,891
-0.7%
34.88%
-1.9%
Q2 2022$64,961,000
-18.2%
344,401
-1.3%
35.57%
-10.5%
Q1 2022$79,409,000
-6.6%
348,789
-1.0%
39.74%
-1.4%
Q4 2021$85,052,000
+7.7%
352,271
-0.9%
40.29%
-0.7%
Q3 2021$78,975,000
+1.1%
355,646
+1.5%
40.58%
+0.1%
Q2 2021$78,084,000
+7.9%
350,436
+0.1%
40.55%
-0.0%
Q1 2021$72,376,000
+6.4%
350,165
+0.2%
40.56%
-1.1%
Q4 2020$68,041,000
+13.9%
349,575
-0.3%
41.02%
-3.8%
Q3 2020$59,733,000
+7.7%
350,729
-1.0%
42.63%
-2.1%
Q2 2020$55,477,000
+21.4%
354,417
-0.0%
43.56%
-1.0%
Q1 2020$45,694,000
-23.1%
354,463
-2.4%
43.99%
-5.9%
Q4 2019$59,435,000
+6.4%
363,249
-1.8%
46.76%
-1.2%
Q3 2019$55,868,000
+1.3%
369,984
+0.7%
47.30%
+1.0%
Q2 2019$55,151,000
+3.8%
367,452
+0.1%
46.85%
-2.0%
Q1 2019$53,107,000
+14.7%
366,992
+1.2%
47.81%
+1.7%
Q4 2018$46,299,000
-19.4%
362,756
-5.6%
47.02%
-7.5%
Q3 2018$57,477,000
+6.0%
384,079
-0.5%
50.83%
-0.1%
Q2 2018$54,202,000
+5.4%
385,975
+1.9%
50.88%
+3.5%
Q1 2018$51,421,000
-2.0%
378,879
-0.9%
49.15%
-1.1%
Q4 2017$52,487,000382,41749.67%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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