Kore Private Wealth LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,538 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.50 and the average weighting 2.6%.

Quarter-by-quarter ownership
Kore Private Wealth LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$11,008,000
+55.2%
61,337
+63.1%
1.99%
+81.9%
Q2 2022$7,094,000
+58.8%
37,612
+91.7%
1.09%
+94.8%
Q1 2022$4,468,000
-5.6%
19,624
+0.1%
0.56%
-2.8%
Q4 2021$4,732,000
+30.0%
19,601
+19.6%
0.58%
+50.7%
Q3 2021$3,640,000
-0.2%
16,393
+0.2%
0.38%
-6.6%
Q2 2021$3,647,000
+40.2%
16,368
+30.1%
0.41%
+16.8%
Q1 2021$2,601,000
-5.1%
12,584
-10.6%
0.35%
-16.8%
Q4 2020$2,740,000
+4.9%
14,079
-8.2%
0.42%
-16.4%
Q3 2020$2,612,000
+26.5%
15,335
+16.2%
0.50%
+19.7%
Q2 2020$2,065,000
-84.2%
13,193
-87.0%
0.42%
-86.5%
Q1 2020$13,084,000
-23.4%
101,496
-2.8%
3.13%
-3.6%
Q4 2019$17,089,000
+13.0%
104,446
+2.9%
3.24%
-4.7%
Q3 2019$15,128,000
-1.6%
101,511
-0.9%
3.40%
-2.0%
Q2 2019$15,381,000
+4.0%
102,479
+0.3%
3.47%
+4.3%
Q1 2019$14,791,000
+1192.9%
102,210
+1040.7%
3.33%
+960.5%
Q4 2018$1,144,0008,9600.31%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
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