Perennial Investment Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,795 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.03 and the average weighting 2.7%.

Quarter-by-quarter ownership
Perennial Investment Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$10,474,010
-4.0%
49,312
-0.5%
1.89%
-1.5%
Q2 2023$10,912,636
+4.9%
49,543
-2.8%
1.92%
-0.7%
Q1 2023$10,405,268
+285.5%
50,978
+261.1%
1.93%
+76.1%
Q4 2022$2,699,366
+6.3%
14,119
-0.2%
1.10%
-4.7%
Q3 2022$2,539,000
-3.6%
14,146
+1.2%
1.15%
+11.8%
Q2 2022$2,635,000
-23.0%
13,983
-7.0%
1.03%
-4.9%
Q1 2022$3,424,000
+10.0%
15,043
+16.6%
1.08%
+11.3%
Q4 2021$3,114,000
+1.5%
12,901
-6.6%
0.97%
-10.4%
Q3 2021$3,069,000
+4.7%
13,814
+5.0%
1.09%
+1.6%
Q2 2021$2,930,000
+5.8%
13,150
-1.9%
1.07%
-2.2%
Q1 2021$2,769,000
+6.2%
13,399
+0.1%
1.09%
-2.1%
Q4 2020$2,607,000
+52.0%
13,392
+33.0%
1.12%
+29.8%
Q3 2020$1,715,000
-7.2%
10,070
-14.7%
0.86%
-31.3%
Q2 2020$1,848,000
+37.2%
11,805
+13.0%
1.25%
+4.5%
Q1 2020$1,347,000
-50.6%
10,450
-37.3%
1.20%
-44.3%
Q4 2019$2,725,00016,6572.15%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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