SlateStone Wealth, LLC - VANGUARD INDEX FDS ownership

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%.

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 Q3 2023
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,021,603$225,039100.00%
Rainwater Charitable Foundation 457,782$100,840,21973.29%
Ebor Charitable Trust 77,869$17,152,98368.48%
Cabot-Wellington, LLC 538,033$118,517,82265.65%
Gibson Capital, LLC 972,491$214,220,49355.65%
University of Massachusetts Foundation, Inc. 503,429$110,895,34052.21%
Avalon Advisory Group 414,742$91,359,41151.97%
Beacon Wealthcare LLC 454,010$100,009,24551.01%
AEGON USA Investment Management, LLC 387,771$85,418,19649.00%
CARL STUART INVESTMENT ADVISOR, INC 281,327$61,970,71947.55%
View complete list of VANGUARD INDEX FDS shareholders