Tri-Star Advisors Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,120 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 1.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
Tri-Star Advisors Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$276,345
-34.9%
1,301
-6.8%
4.68%
-27.1%
Q2 2023$424,479
+49.0%
1,3960.0%6.42%
+53.8%
Q1 2023$284,823
-13.1%
1,396
-14.9%
4.17%
+2491.3%
Q4 2022$327,640
-59.3%
1,640
-62.8%
0.16%
-60.6%
Q3 2022$805,000
+0.6%
4,411
+5.1%
0.41%
+5.7%
Q2 2022$800,000
-10.7%
4,196
-1.9%
0.39%
-6.3%
Q1 2022$896,000
-11.3%
4,276
+0.8%
0.41%
-2.4%
Q4 2021$1,010,000
+3.6%
4,241
-0.2%
0.42%
-1.2%
Q3 2021$975,000
+1.4%
4,251
-1.5%
0.43%
-1.2%
Q2 2021$962,000
+13.7%
4,315
+10.8%
0.43%
+5.9%
Q1 2021$846,000
+12.2%
3,894
+2.4%
0.41%
-1.7%
Q4 2020$754,000
+5.0%
3,802
-5.9%
0.42%
-7.3%
Q3 2020$718,000
-19.1%
4,039
-25.8%
0.45%
-23.0%
Q2 2020$888,0005,4410.58%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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