CAPITAL PERFORMANCE ADVISORS LLP - 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
CAPITAL PERFORMANCE ADVISORS LLP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,552,349
-6.5%
16,724
-3.0%
1.81%
-3.6%
Q2 2023$3,799,269
-3.4%
17,247
-10.5%
1.88%
-11.3%
Q1 2023$3,934,221
+20.4%
19,276
+12.8%
2.12%
+12.7%
Q4 2022$3,267,142
+30.3%
17,088
+22.3%
1.88%
+15.9%
Q3 2022$2,507,000
-2.4%
13,967
+2.6%
1.62%
+2.5%
Q2 2022$2,568,000
-13.2%
13,616
+4.8%
1.58%
-6.5%
Q1 2022$2,958,000
+2.6%
12,994
-2.3%
1.69%
-3.3%
Q4 2021$2,883,00013,3031.74%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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