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

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,182 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
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 Q1 2022
NameSharesValueWeighting ↓
Symetra Investment Management Co 400,339$91,145,000100.00%
Rainwater Charitable Foundation 565,280$128,697,00085.29%
Monashee Investment Management LLC 1,137,100$259,065,00075.03%
Ebor Charitable Trust 109,944$25,031,00067.78%
Kinsale Capital Group, Inc. 338,125$76,981,00064.53%
Cabot-Wellington, LLC 524,832$119,554,74259.13%
Gibson Capital, LLC 947,666$215,624,00053.98%
Beacon Wealthcare LLC 465,024$105,872,00052.17%
VIEWPOINT INVESTMENT PARTNERS CORP 270,273$65,254,00051.75%
Avalon Advisory Group 428,772$97,619,00051.34%
View complete list of VANGUARD INDEX FDS shareholders