BELLEVUE ASSET MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

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%.

Quarter-by-quarter ownership
BELLEVUE ASSET MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$516,279
+4.0%
2,430
+7.9%
0.35%
+11.6%
Q2 2023$496,331
+7.9%
2,253
+0.0%
0.31%
-0.3%
Q1 2023$459,794
+4.3%
2,252
-3.1%
0.31%
-8.5%
Q4 2022$440,723
-2.3%
2,323
-5.9%
0.34%
-2.8%
Q3 2022$451,000
-3.6%
2,468
+0.0%
0.35%
+3.8%
Q2 2022$468,000
-12.0%
2,467
+6.7%
0.34%
+3.7%
Q1 2022$532,000
-30.3%
2,312
-26.8%
0.33%
-27.4%
Q4 2021$763,000
+6.4%
3,158
-1.3%
0.45%
+2.3%
Q3 2021$717,000
-2.6%
3,199
-3.1%
0.44%
-2.2%
Q2 2021$736,000
+1.1%
3,303
-6.1%
0.45%
-0.4%
Q1 2021$728,000
+2.7%
3,516
-0.1%
0.45%
+3.9%
Q4 2020$709,000
+17.2%
3,521
-1.0%
0.43%
+2.6%
Q3 2020$605,000
+10.4%
3,555
+1.5%
0.42%
-24.7%
Q2 2020$548,000
+8.9%
3,5010.0%0.56%
+7.7%
Q1 2020$503,000
-30.0%
3,501
-20.3%
0.52%
-5.9%
Q4 2019$719,0004,3940.56%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,129,888$240,000100.00%
Rainwater Charitable Foundation 393,298$83,540,42869.12%
Delphia (USA) Inc. 4,683$994,64868.94%
Ebor Charitable Trust 104,269$22,147,77866.69%
Cabot-Wellington, LLC 538,906$114,468,94666.12%
AEGON USA Investment Management, LLC 385,505$81,885,11759.06%
Gibson Capital, LLC 966,210$205,232,70955.47%
University of Massachusetts Foundation, Inc. 503,429$106,933,35452.28%
Avalon Advisory Group 414,001$87,937,86451.72%
Beacon Wealthcare LLC 445,142$94,552,54449.96%
View complete list of VANGUARD INDEX FDS shareholders