Morton Capital Management LLC/CA - 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
Morton Capital Management LLC/CA ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,457,318
-3.6%
20,9840.0%1.58%
+0.1%
Q2 2023$4,622,466
+7.9%
20,9840.0%1.58%
+4.2%
Q1 2023$4,282,937
+6.8%
20,9840.0%1.52%
-3.3%
Q4 2022$4,012,027
+6.1%
20,984
-0.4%
1.57%
-9.0%
Q3 2022$3,781,189
-3.0%
21,069
+1.9%
1.72%
+1.4%
Q2 2022$3,899,462
+364.0%
20,674
+460.1%
1.70%
+392.2%
Q1 2022$840,362
-5.7%
3,6910.0%0.34%
-4.4%
Q4 2021$891,1893,6910.36%
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