Monterey Private Wealth, Inc. - 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
Monterey Private Wealth, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$30,545,166
+1.2%
143,803
+4.9%
15.36%
+5.0%
Q2 2023$30,187,148
+10.2%
137,040
+2.1%
14.62%
+4.0%
Q1 2023$27,384,683
+11.4%
134,173
+4.3%
14.06%
+6.0%
Q4 2022$24,588,624
+10.0%
128,608
+4.7%
13.27%
-0.9%
Q3 2022$22,348,000
-19.2%
122,829
-16.2%
13.39%
-15.3%
Q2 2022$27,658,000
-12.9%
146,635
+6.8%
15.81%
+3.1%
Q1 2022$31,752,000
-4.5%
137,358
-0.2%
15.34%
-6.8%
Q4 2021$33,240,000
+16.4%
137,674
+7.9%
16.46%
+2.7%
Q3 2021$28,550,000
+32.3%
127,569
+31.7%
16.03%
+29.4%
Q2 2021$21,579,000
+10.9%
96,843
+8.5%
12.39%
+15.6%
Q1 2021$19,460,000
+393.7%
89,268
+340.7%
10.71%
+371.4%
Q4 2020$3,942,000
+16.6%
20,255
+2.0%
2.27%
+4.5%
Q3 2020$3,382,000
+14.9%
19,856
+5.6%
2.18%
+3.6%
Q2 2020$2,944,000
-21.6%
18,805
-35.4%
2.10%
-34.4%
Q1 2020$3,753,000
+71.1%
29,115
+117.2%
3.20%
+82.0%
Q4 2019$2,193,00013,4031.76%
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