NICOLET ADVISORY SERVICES, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 71 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.5%.

Quarter-by-quarter ownership
NICOLET ADVISORY SERVICES, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$940,097
-9.6%
4,465
-6.3%
0.10%
-8.8%
Q2 2023$1,040,064
+14.7%
4,764
+6.8%
0.11%
+9.6%
Q1 2023$906,590
-27.8%
4,462
-29.6%
0.10%
-37.3%
Q4 2022$1,256,174
+54.9%
6,337
+41.4%
0.17%
+25.8%
Q3 2022$811,000
-16.2%
4,482
-9.8%
0.13%
-8.3%
Q2 2022$968,000
-32.3%
4,970
-21.9%
0.14%
-23.0%
Q1 2022$1,430,000
-8.7%
6,363
-1.9%
0.19%
-3.1%
Q4 2021$1,566,000
+9.9%
6,488
+1.1%
0.19%
+6.6%
Q3 2021$1,425,000
+27.9%
6,419
+28.4%
0.18%
+24.8%
Q2 2021$1,114,000
+5.3%
4,998
-2.4%
0.14%
-2.0%
Q1 2021$1,058,000
+9.6%
5,120
+3.3%
0.15%
+9.6%
Q4 2020$965,000
+14.7%
4,957
+0.3%
0.14%
+3.1%
Q3 2020$841,000
+6.1%
4,941
-2.5%
0.13%
+7.4%
Q2 2020$793,000
-13.8%
5,067
-29.0%
0.12%
-24.7%
Q1 2020$920,000
-21.0%
7,140
+0.3%
0.16%
-11.5%
Q4 2019$1,165,000
+4.2%
7,119
-3.8%
0.18%
+7.6%
Q3 2019$1,118,000
+2.2%
7,401
+1.6%
0.17%
+1.8%
Q2 2019$1,094,000
+7.3%
7,288
+3.4%
0.17%
-3.5%
Q1 2019$1,020,0007,0460.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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