Rockbridge Investment Management, LCC - 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
Rockbridge Investment Management, LCC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2021$21,085,000
+13.8%
87,331
+4.7%
3.10%
+1.4%
Q3 2021$18,520,000
-1.1%
83,399
-0.8%
3.06%
-3.6%
Q2 2021$18,734,000
+7.9%
84,076
+0.1%
3.18%
-3.4%
Q1 2021$17,369,000
+0.4%
84,032
-5.5%
3.29%
-7.1%
Q4 2020$17,304,000
+20.0%
88,903
+5.0%
3.54%
+3.5%
Q3 2020$14,423,000
+6.2%
84,689
-2.4%
3.42%
-3.0%
Q2 2020$13,576,00086,7343.52%
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