Newton One Investments LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,253 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.60 and the average weighting 2.5%.

Quarter-by-quarter ownership
Newton One Investments LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,222,042
-5.2%
29,293
-1.7%
3.71%
-1.6%
Q2 2023$6,563,010
+8.3%
29,794
+0.4%
3.76%
+3.4%
Q1 2023$6,057,914
+11.5%
29,681
+4.4%
3.64%
+3.8%
Q4 2022$5,434,641
+8.8%
28,425
+2.1%
3.51%
-1.4%
Q3 2022$4,997,000
-4.0%
27,843
+0.9%
3.56%
-8.1%
Q2 2022$5,205,000
-16.7%
27,593
+0.6%
3.87%
-15.0%
Q1 2022$6,247,000
-2.0%
27,438
+3.9%
4.55%
+1.1%
Q4 2021$6,374,000
+12.0%
26,398
+3.0%
4.50%
+6.1%
Q3 2021$5,693,000
+6.3%
25,638
+6.7%
4.24%
-0.1%
Q2 2021$5,356,000
+59.2%
24,039
+47.7%
4.25%
+42.2%
Q1 2021$3,364,000
+7.8%
16,274
+1.5%
2.99%
-2.5%
Q4 2020$3,121,00016,0343.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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