Montis Financial, LLC - 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
Montis Financial, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,005,311
-3.9%
23,564
-0.3%
3.35%
-2.4%
Q2 2023$5,206,844
+6.0%
23,637
-1.8%
3.43%
-9.7%
Q1 2023$4,911,950
+6.8%
24,0660.0%3.80%
-2.4%
Q4 2022$4,601,253
+6.6%
24,066
+0.0%
3.90%
-6.4%
Q3 2022$4,318,000
-5.4%
24,058
-0.6%
4.16%
-2.7%
Q2 2022$4,565,000
-16.6%
24,204
+0.7%
4.27%
-0.0%
Q1 2022$5,473,000
-5.7%
24,0410.0%4.28%
+1.5%
Q4 2021$5,804,000
+8.9%
24,0410.0%4.21%
-7.1%
Q3 2021$5,331,000
+0.9%
24,041
+1.3%
4.53%
+3.5%
Q2 2021$5,285,000
+13.4%
23,721
+6.5%
4.38%
+0.9%
Q1 2021$4,660,000
+5.7%
22,266
-1.1%
4.34%
-1.4%
Q4 2020$4,409,00022,5034.40%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,129,888$240,000100.00%
Rainwater Charitable Foundation 393,298$83,540,42869.12%
Delphia (USA) Inc. 4,683$994,64868.94%
Ebor Charitable Trust 104,269$22,147,77866.69%
Cabot-Wellington, LLC 538,906$114,468,94666.12%
AEGON USA Investment Management, LLC 385,505$81,885,11759.06%
Gibson Capital, LLC 966,210$205,232,70955.47%
University of Massachusetts Foundation, Inc. 503,429$106,933,35452.28%
Avalon Advisory Group 414,001$87,937,86451.72%
Beacon Wealthcare LLC 445,142$94,552,54449.96%
View complete list of VANGUARD INDEX FDS shareholders