SlateStone Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,312 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.19 and the average weighting 2.4%.

Quarter-by-quarter ownership
SlateStone Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$613
+18.8%
2,888
+23.2%
0.09%
-8.2%
Q2 2023$516
+6.6%
2,344
-1.1%
0.10%
-3.0%
Q1 2023$484
-99.9%
2,3690.0%0.10%
-8.3%
Q4 2022$452,929
+6.6%
2,3690.0%0.11%
-3.5%
Q3 2022$425,000
-4.9%
2,3690.0%0.11%
-0.9%
Q2 2022$447,000
-20.6%
2,369
-4.2%
0.11%
-9.5%
Q1 2022$563,000
-5.7%
2,4720.0%0.13%
-1.6%
Q4 2021$597,000
+8.7%
2,4720.0%0.13%
+1.6%
Q3 2021$549,000
+0.5%
2,472
+0.9%
0.13%
+0.8%
Q2 2021$546,000
+7.7%
2,4510.0%0.12%0.0%
Q1 2021$507,000
-16.2%
2,451
-21.2%
0.12%
-17.2%
Q4 2020$605,000
-58.7%
3,109
-63.8%
0.15%
-52.2%
Q3 2020$1,465,000
-17.9%
8,600
-24.6%
0.32%
-20.8%
Q2 2020$1,784,000
+1.0%
11,399
-16.8%
0.40%
-20.7%
Q1 2020$1,767,000
-35.1%
13,704
-17.7%
0.50%
-19.3%
Q4 2019$2,724,000
+6.7%
16,651
-1.5%
0.62%
-16.4%
Q3 2019$2,552,000
-0.4%
16,901
-0.9%
0.74%
+3.3%
Q2 2019$2,561,000
-11.7%
17,060
-14.9%
0.72%
-19.1%
Q1 2019$2,900,000
+0.8%
20,043
-11.1%
0.89%
-32.7%
Q4 2018$2,878,00022,5511.32%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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