NEW ENGLAND GUILD WEALTH ADVISORS, INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,327 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 2.4%.

Quarter-by-quarter ownership
NEW ENGLAND GUILD WEALTH ADVISORS, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2022$8,614
-99.9%
45,054
-1.9%
4.54%
-8.8%
Q3 2022$8,239,000
-2.8%
45,909
+2.2%
4.98%
-4.8%
Q2 2022$8,477,000
-17.9%
44,941
-0.9%
5.23%
-4.4%
Q1 2022$10,324,000
-9.5%
45,345
-4.0%
5.47%
-4.2%
Q4 2021$11,408,000
+10.4%
47,251
+1.5%
5.71%
+4.3%
Q3 2021$10,336,000
+2.7%
46,545
+3.0%
5.48%
+0.3%
Q2 2021$10,068,000
+2.3%
45,186
-5.1%
5.46%
-1.3%
Q1 2021$9,843,000
+10.7%
47,622
+4.3%
5.54%
+4.9%
Q4 2020$8,890,000
+3.5%
45,672
-9.5%
5.27%
-12.1%
Q3 2020$8,591,000
+7.5%
50,443
-1.2%
6.00%
+2.2%
Q2 2020$7,994,000
+14.8%
51,072
-5.5%
5.87%
-6.1%
Q1 2020$6,966,000
-17.2%
54,041
+5.2%
6.26%
+3.6%
Q4 2019$8,409,000
-3.8%
51,391
-11.2%
6.04%
-3.8%
Q3 2019$8,738,000
-8.2%
57,868
-8.7%
6.28%
-11.2%
Q2 2019$9,516,000
-0.8%
63,400
-4.3%
7.07%
-2.6%
Q1 2019$9,590,000
+13.2%
66,268
-0.2%
7.25%
+2.1%
Q4 2018$8,473,000
-2.8%
66,385
+14.0%
7.11%
-9.7%
Q3 2018$8,713,000
+7.5%
58,224
+0.9%
7.87%
+6.2%
Q2 2018$8,107,000
+14.0%
57,727
+10.2%
7.40%
+10.0%
Q1 2018$7,109,000
-2.5%
52,377
-1.4%
6.73%
-3.6%
Q4 2017$7,294,00053,1436.98%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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