Bay Harbor Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,182 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 2.80 and the average weighting 2.7%.

Quarter-by-quarter ownership
Bay Harbor Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$55,447
-3.6%
2610.0%0.02%0.0%
Q2 2023$57,501
+7.9%
2610.0%0.02%0.0%
Q1 2023$53,277
+106454.0%
2610.0%0.02%
+4.5%
Q4 2022$50
-99.9%
2610.0%0.02%0.0%
Q3 2022$47,000
-4.1%
2610.0%0.02%0.0%
Q2 2022$49,000
-16.9%
2610.0%0.02%
-8.3%
Q1 2022$59,0000.0%261
+0.4%
0.02%0.0%
Q4 2021$59,000
-9.2%
260
-11.0%
0.02%
-11.1%
Q3 2021$65,000
-3.0%
292
-2.7%
0.03%
-6.9%
Q2 2021$67,000
+8.1%
3000.0%0.03%
+3.6%
Q1 2021$62,000
-24.4%
300
-28.6%
0.03%
-24.3%
Q4 2020$82,000
+13.9%
420
-1.2%
0.04%
+2.8%
Q3 2020$72,000
+9.1%
425
+0.2%
0.04%
+2.9%
Q2 2020$66,000
+32.0%
424
+9.0%
0.04%
+16.7%
Q1 2020$50,000
-20.6%
389
+1.6%
0.03%
-11.8%
Q4 2019$63,000
-42.2%
383
-47.0%
0.03%
-47.7%
Q3 2019$109,000
-1.8%
722
-2.0%
0.06%
-5.8%
Q2 2019$111,000
+6.7%
737
+2.4%
0.07%
-2.8%
Q1 2019$104,000
-18.1%
720
-27.5%
0.07%
-29.7%
Q4 2018$127,0009930.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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