TrinityPoint 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
TrinityPoint Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$354,092
+0.3%
1,667
+4.1%
0.07%
+2.9%
Q2 2023$352,891
+7.9%
1,6020.0%0.07%
-1.4%
Q1 2023$326,969
+5.5%
1,602
-1.2%
0.07%
-1.4%
Q4 2022$309,830
+8.0%
1,621
+1.3%
0.07%
+7.6%
Q3 2022$287,000
-57.7%
1,600
-55.6%
0.07%
-56.0%
Q2 2022$679,000
-18.3%
3,602
-1.4%
0.15%0.0%
Q1 2022$831,000
-7.0%
3,652
-1.4%
0.15%
-5.7%
Q4 2021$894,000
+8.8%
3,7020.0%0.16%
+1.3%
Q3 2021$822,000
-0.4%
3,7020.0%0.16%
-7.1%
Q2 2021$825,000
+7.4%
3,702
-0.4%
0.17%
-5.6%
Q1 2021$768,000
+1.6%
3,717
-1.3%
0.18%
-1.6%
Q4 2020$756,000
+14.5%
3,767
-2.8%
0.18%
-0.5%
Q3 2020$660,000
+7.3%
3,877
-1.3%
0.18%
-6.2%
Q2 2020$615,000
+29.7%
3,929
+6.8%
0.20%
+3.7%
Q1 2020$474,000
-21.0%
3,680
+0.3%
0.19%
-6.9%
Q4 2019$600,000
-7.1%
3,670
-11.1%
0.20%
-10.2%
Q3 2019$646,000
+28.4%
4,128
+26.5%
0.22%
-6.6%
Q2 2019$503,000
+7.7%
3,264
+1.1%
0.24%
+4.8%
Q1 2019$467,000
+17.9%
3,228
+3.9%
0.23%
-5.3%
Q4 2018$396,0003,1060.24%
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