Alera Investment Advisors, LLC - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,327 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 2.4%.

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Quarter-by-quarter ownership
Alera Investment Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$431,315
-3.6%
2,0310.0%0.07%
-26.0%
Q2 2023$447,296
+5.6%
2,031
-2.1%
0.10%
-1.0%
Q1 2023$423,421
+6.7%
2,0750.0%0.10%
+3.2%
Q4 2022$396,719
+6.6%
2,0750.0%0.09%
-10.5%
Q3 2022$372,000
-4.9%
2,0750.0%0.10%
-3.7%
Q2 2022$391,000
-17.2%
2,0750.0%0.11%
+0.9%
Q1 2022$472,000
-10.4%
2,075
-4.9%
0.11%
-25.0%
Q4 2021$527,000
+8.9%
2,1810.0%0.14%
+0.7%
Q3 2021$484,000
-0.8%
2,181
-0.5%
0.14%
-2.7%
Q2 2021$488,000
+7.5%
2,191
-0.2%
0.15%
-2.0%
Q1 2021$454,000
+6.3%
2,1950.0%0.15%
-0.7%
Q4 2020$427,000
+17.6%
2,195
+3.0%
0.15%
+4.1%
Q3 2020$363,000
+5.8%
2,131
-2.9%
0.14%
-19.9%
Q2 2020$343,000
-33.5%
2,194
-45.1%
0.18%
-42.0%
Q1 2020$516,000
-21.1%
3,9990.0%0.31%
+4.7%
Q4 2019$654,000
+8.3%
3,9990.0%0.30%
-0.3%
Q3 2019$604,000
-5.2%
3,999
-5.8%
0.30%
-8.3%
Q2 2019$637,000
+10.2%
4,247
+6.3%
0.33%
+16.0%
Q1 2019$578,000
+12.9%
3,997
-0.3%
0.28%
-9.9%
Q4 2018$512,000–4,011–0.31%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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