Great Diamond Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,312 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.19 and the average weighting 2.4%.

Quarter-by-quarter ownership
Great Diamond Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$20,322,405
-4.4%
95,675
-0.9%
5.50%
-2.0%
Q2 2023$21,267,806
+10.5%
96,548
+2.4%
5.62%
+0.7%
Q1 2023$19,250,690
+10.2%
94,320
+3.2%
5.58%
+3.6%
Q4 2022$17,476,386
+6.5%
91,408
+0.0%
5.38%
-4.0%
Q3 2022$16,403,000
-5.7%
91,401
-0.8%
5.61%
-3.0%
Q2 2022$17,386,000
-19.3%
92,178
-2.6%
5.78%
-3.7%
Q1 2022$21,555,000
-4.5%
94,679
+1.3%
6.00%
+3.2%
Q4 2021$22,574,000
+6.0%
93,500
-2.6%
5.81%
-0.5%
Q3 2021$21,306,000
+0.2%
95,948
+0.6%
5.84%
-2.9%
Q2 2021$21,257,000
-4.6%
95,403
-11.5%
6.01%
-12.3%
Q1 2021$22,289,000
-14.3%
107,839
-19.3%
6.86%
-17.3%
Q4 2020$26,002,000
+12.8%
133,593
-1.3%
8.29%
-2.0%
Q3 2020$23,042,000
+5.2%
135,296
-3.3%
8.46%
-6.8%
Q2 2020$21,909,000
+18.5%
139,973
-2.4%
9.07%
-4.7%
Q1 2020$18,489,000
-15.7%
143,428
+7.0%
9.52%
+14.1%
Q4 2019$21,941,000134,1028.34%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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