West Branch Capital LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,795 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.03 and the average weighting 2.7%.

Quarter-by-quarter ownership
West Branch Capital LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$258,239
-3.2%
1,216
+0.3%
0.14%
+2.3%
Q2 2023$266,887
+7.4%
1,212
-0.4%
0.13%
-3.6%
Q1 2023$248,454
-7.6%
1,217
-13.4%
0.14%
-16.9%
Q4 2022$268,889
+7.1%
1,406
+0.4%
0.17%
+6.4%
Q3 2022$251,000
-4.6%
1,401
+0.4%
0.16%
+2.6%
Q2 2022$263,000
-17.0%
1,396
+0.3%
0.15%
+0.7%
Q1 2022$317,000
-22.7%
1,392
-18.0%
0.15%
-13.7%
Q4 2021$410,000
+13.6%
1,697
+4.2%
0.18%
+0.6%
Q3 2021$361,000
-0.3%
1,628
+0.2%
0.17%
-2.2%
Q2 2021$362,000
+8.1%
1,624
+0.2%
0.18%
-9.2%
Q1 2021$335,000
+5.3%
1,621
-0.9%
0.20%
+4.3%
Q4 2020$318,000
+13.6%
1,635
-0.5%
0.19%
+5.0%
Q3 2020$280,000
+5.3%
1,643
-3.3%
0.18%
-4.3%
Q2 2020$266,000
+22.6%
1,699
+0.8%
0.19%
-9.7%
Q1 2020$217,000
-21.1%
1,686
+0.3%
0.21%
+7.8%
Q4 2019$275,000
-0.4%
1,681
-7.9%
0.19%
-5.9%
Q3 2019$276,000
+1.1%
1,825
+0.3%
0.20%
-9.3%
Q2 2019$273,000
+3.8%
1,820
+0.2%
0.22%
-4.3%
Q1 2019$263,000
+0.8%
1,816
-11.2%
0.24%
-14.5%
Q4 2018$261,000
-11.8%
2,044
+3.2%
0.28%
+25.0%
Q3 2018$296,000
+6.5%
1,9800.0%0.22%
+0.5%
Q2 2018$278,0001,9800.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Adventist Health System/ West 2,321,982$363,460,00077.42%
Rainwater Charitable Foundation 715,578$112,009,00076.29%
Ebor Charitable Trust 360,850$56,484,00062.87%
VIEWPOINT INVESTMENT PARTNERS CORP 420,496$65,820,00061.89%
AEGON USA Investment Management, LLC 999,550$156,460,00058.10%
Cabot-Wellington, LLC 521,031$81,557,00055.15%
Gibson Capital, LLC 974,127$152,357,00053.72%
University of Maryland Foundation, Inc. 231,555$36,245,00052.60%
Summit Financial, LLC 1,864,520$291,853,288,00051.68%
Consolidated Planning Corp 333,129$52,144,00051.13%
View complete list of VANGUARD INDEX FDS shareholders