CARRET ASSET MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,795 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.03 and the average weighting 2.7%.

Quarter-by-quarter ownership
CARRET ASSET MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$212,623
-23.5%
965
-29.3%
0.03%
-28.2%
Q1 2023$278,000
+106006.9%
1,364
-0.4%
0.04%
+8.3%
Q4 2022$262
-99.9%
1,369
-5.8%
0.04%
-7.7%
Q3 2022$261,000
-4.7%
1,4530.0%0.04%
+2.6%
Q2 2022$274,000
-18.0%
1,453
-0.9%
0.04%0.0%
Q1 2022$334,000
+23.7%
1,466
+31.2%
0.04%
+26.7%
Q4 2021$270,000
+4.2%
1,117
-4.3%
0.03%
-3.2%
Q3 2021$259,000
-0.4%
1,1670.0%0.03%
+3.3%
Q2 2021$260,000
+7.9%
1,167
+0.1%
0.03%0.0%
Q1 2021$241,0001,1660.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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