MERITAGE PORTFOLIO MANAGEMENT - 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
MERITAGE PORTFOLIO MANAGEMENT ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,9380.0%13,831
+3.7%
0.22%
+4.3%
Q2 2023$2,938
+7.9%
13,3360.0%0.21%
+2.0%
Q1 2023$2,722
+15.7%
13,336
+8.4%
0.20%
+10.9%
Q4 2022$2,353
-99.9%
12,307
+0.6%
0.18%
+1.1%
Q3 2022$2,195,000
-10.0%
12,233
-5.4%
0.18%
-3.7%
Q2 2022$2,439,000
-11.1%
12,933
+7.3%
0.19%
+11.2%
Q1 2022$2,744,000
-5.7%
12,0510.0%0.17%
+3.0%
Q4 2021$2,910,000
+12.4%
12,051
+3.4%
0.16%
+6.5%
Q3 2021$2,588,000
-0.3%
11,6560.0%0.16%
-1.3%
Q2 2021$2,597,000
+11.2%
11,656
+3.2%
0.16%
+0.6%
Q1 2021$2,335,000
+6.2%
11,299
+0.0%
0.16%
-3.7%
Q4 2020$2,199,000
+34.4%
11,296
+17.6%
0.16%
+11.0%
Q3 2020$1,636,000
+18.8%
9,606
+9.2%
0.15%
+10.6%
Q2 2020$1,377,000
+107.7%
8,796
+70.9%
0.13%
+46.7%
Q1 2020$663,000
-21.3%
5,1460.0%0.09%
+21.6%
Q4 2019$842,000
+8.4%
5,1460.0%0.07%0.0%
Q3 2019$777,000
-6.6%
5,146
-7.2%
0.07%
-12.9%
Q2 2019$832,000
+10.3%
5,546
+6.4%
0.08%
+11.8%
Q1 2019$754,000
+13.4%
5,2110.0%0.08%0.0%
Q4 2018$665,000
-0.4%
5,211
+16.8%
0.08%
+24.6%
Q3 2018$668,000
+6.7%
4,4610.0%0.06%0.0%
Q2 2018$626,000
+44.9%
4,461
+40.0%
0.06%
+45.2%
Q1 2018$432,000
-1.1%
3,1860.0%0.04%0.0%
Q4 2017$437,000
+5.8%
3,1860.0%0.04%
+2.4%
Q3 2017$413,000
+19.0%
3,186
+14.4%
0.04%
+13.9%
Q2 2017$347,000
+71.8%
2,786
+67.2%
0.04%
+71.4%
Q1 2017$202,0001,6660.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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