Royal Fund Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,197 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.48 and the average weighting 2.7%.

Quarter-by-quarter ownership
Royal Fund Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$14,021,738
-2.6%
66,013
+1.0%
1.90%
+6.0%
Q2 2023$14,398,277
+7.8%
65,363
-0.1%
1.79%
-6.3%
Q1 2023$13,358,189
+1.0%
65,449
-5.4%
1.91%
-9.1%
Q4 2022$13,223,670
+11.9%
69,165
+5.1%
2.10%
-2.1%
Q3 2022$11,816,000
-17.1%
65,840
-12.9%
2.15%
-9.3%
Q2 2022$14,254,000
-19.4%
75,572
-2.7%
2.37%
-7.5%
Q1 2022$17,684,000
+6.5%
77,674
+12.9%
2.56%
+7.6%
Q4 2021$16,611,000
+10.0%
68,800
+1.2%
2.38%
+8.2%
Q3 2021$15,097,000
-5.0%
67,986
-4.7%
2.20%
-16.4%
Q2 2021$15,890,000
+10.1%
71,317
+2.1%
2.63%
-0.4%
Q1 2021$14,438,000
+5.9%
69,856
-0.3%
2.64%
-8.6%
Q4 2020$13,637,000
+10.3%
70,063
-3.5%
2.89%
-8.7%
Q3 2020$12,369,000
+134.8%
72,631
+115.8%
3.16%
+70.2%
Q2 2020$5,268,000
-44.1%
33,659
-54.0%
1.86%
-51.7%
Q1 2020$9,431,000
-25.5%
73,166
-5.5%
3.84%
+19.3%
Q4 2019$12,666,000
+14.0%
77,413
+5.2%
3.22%
+4.0%
Q3 2019$11,113,000
+9.7%
73,601
+9.1%
3.10%
+3.2%
Q2 2019$10,126,000
+20.9%
67,467
+16.6%
3.00%
+12.4%
Q1 2019$8,373,000
+39.6%
57,861
+23.1%
2.67%
+9.7%
Q4 2018$6,000,000
-1.4%
47,012
+15.6%
2.43%
+28.3%
Q3 2018$6,088,000
+13.2%
40,682
+6.2%
1.90%
+6.8%
Q2 2018$5,377,000
+31.9%
38,291
+27.5%
1.78%
+19.2%
Q1 2018$4,076,000
-3.6%
30,037
-2.5%
1.49%
-1.8%
Q4 2017$4,228,000
+8.1%
30,807
+2.0%
1.52%
-2.6%
Q3 2017$3,911,000
+40.6%
30,200
+35.1%
1.56%
+32.0%
Q2 2017$2,782,000
+34.7%
22,360
+31.3%
1.18%
+18.4%
Q1 2017$2,066,000
+196.8%
17,034
+181.8%
1.00%
+158.3%
Q4 2016$696,0006,0440.39%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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