Williams Jones Wealth Management, 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
Williams Jones Wealth Management, LLC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$532,310
-3.6%
2,5060.0%0.01%0.0%
Q2 2023$551,949
+18.6%
2,506
+9.9%
0.01%
+14.3%
Q1 2023$465,408
+6.8%
2,2800.0%0.01%0.0%
Q4 2022$435,969
+6.6%
2,2800.0%0.01%0.0%
Q3 2022$409,000
-4.4%
2,280
+0.4%
0.01%0.0%
Q2 2022$428,000
-17.9%
2,270
-0.9%
0.01%0.0%
Q1 2022$521,000
+21.4%
2,290
+29.0%
0.01%
+40.0%
Q4 2021$429,000
+11.4%
1,775
+2.3%
0.01%0.0%
Q3 2021$385,000
-0.3%
1,735
+0.2%
0.01%0.0%
Q2 2021$386,000
+8.7%
1,732
+0.9%
0.01%
-16.7%
Q1 2021$355,000
+22.0%
1,717
+14.9%
0.01%
+20.0%
Q4 2020$291,000
+16.4%
1,494
+1.7%
0.01%0.0%
Q3 2020$250,000
+8.7%
1,4690.0%0.01%0.0%
Q2 2020$230,000
-29.9%
1,469
-26.8%
0.01%
-16.7%
Q4 2019$328,000
+8.3%
2,0070.0%0.01%0.0%
Q3 2019$303,0002,0070.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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