Newman & Schimel, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,752 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.06 and the average weighting 2.6%.

Quarter-by-quarter ownership
Newman & Schimel, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2022$25,558,968
+9.8%
133,684
+3.1%
11.55%
+0.4%
Q3 2022$23,280,000
-3.4%
129,714
+1.5%
11.50%
-0.8%
Q2 2022$24,106,000
-15.6%
127,801
+1.9%
11.59%
-37.6%
Q1 2022$28,553,000
-6.2%
125,414
-0.5%
18.59%
+7.7%
Q4 2021$30,434,000
+11.7%
126,053
+2.8%
17.26%
+1.4%
Q3 2021$27,241,000
+0.4%
122,676
+0.7%
17.03%
-0.2%
Q2 2021$27,145,000
+6.6%
121,825
-1.1%
17.06%
+0.2%
Q1 2021$25,464,000
+24.0%
123,201
+16.8%
17.03%
-0.2%
Q4 2020$20,538,000105,51817.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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