One Charles Private Wealth Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,528 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.06 and the average weighting 2.7%.

Quarter-by-quarter ownership
One Charles Private Wealth Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,990,557
-1.9%
9,371
+1.7%
1.16%
-1.3%
Q2 2023$2,029,055
+15.1%
9,211
+6.6%
1.18%
+7.7%
Q1 2023$1,763,058
+4.7%
8,638
-1.9%
1.10%
+0.5%
Q4 2022$1,683,267
+6.5%
8,8040.0%1.09%
+4.1%
Q3 2022$1,580,000
-5.2%
8,804
+0.2%
1.05%
-6.8%
Q2 2022$1,667,000
-21.8%
8,787
-6.2%
1.12%
-15.4%
Q1 2022$2,133,000
+60.5%
9,367
+70.1%
1.33%
+76.2%
Q4 2021$1,329,000
+5.3%
5,506
-3.1%
0.75%
+3.6%
Q3 2021$1,262,000
-0.3%
5,6830.0%0.73%
-14.4%
Q2 2021$1,266,000
+15.4%
5,683
-11.8%
0.85%
+49.5%
Q2 2020$1,097,0006,4420.57%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2020
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