Williams Jones Wealth Management, LLC. - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,871 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.19 and the average weighting 2.6%.

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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$303,000–2,007–0.01%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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