Morton Capital Management LLC/CA - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,101 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 1.14 and the average weighting 2.6%.

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 Q3 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