BTR CAPITAL MANAGEMENT INC - 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
BTR CAPITAL MANAGEMENT INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$878,000
-4.9%
4,8940.0%0.14%
+3.0%
Q2 2022$923,000
-17.6%
4,894
-0.5%
0.13%
-3.6%
Q1 2022$1,120,000
-9.1%
4,919
-3.6%
0.14%
-0.7%
Q4 2021$1,232,000
+13.5%
5,104
+4.5%
0.14%
+3.0%
Q3 2021$1,085,000
-0.4%
4,884
-0.1%
0.14%
-0.7%
Q2 2021$1,089,000
+7.7%
4,8890.0%0.14%
-7.5%
Q1 2021$1,011,000
+6.2%
4,8890.0%0.15%
-1.3%
Q4 2020$952,000
+19.4%
4,889
+4.5%
0.15%
+5.7%
Q3 2020$797,000
+7.8%
4,679
-0.9%
0.14%
+1.4%
Q2 2020$739,000
+9.8%
4,721
-9.6%
0.14%
-6.7%
Q1 2020$673,000
-49.1%
5,221
-35.4%
0.15%
-34.6%
Q4 2019$1,321,000
+8.4%
8,0760.0%0.23%
-0.4%
Q3 2019$1,219,000
+4.5%
8,076
+3.9%
0.23%
+5.0%
Q2 2019$1,167,000
-4.9%
7,776
-8.3%
0.22%
-7.6%
Q1 2019$1,227,000
+14.0%
8,476
+0.5%
0.24%
+4.0%
Q4 2018$1,076,000
-14.7%
8,4340.0%0.23%
+3.2%
Q3 2018$1,262,000
+6.6%
8,4340.0%0.22%
-3.5%
Q2 2018$1,184,000
+3.1%
8,434
-0.3%
0.23%
-0.9%
Q1 2018$1,148,000
-1.6%
8,457
-0.6%
0.23%
+0.9%
Q4 2017$1,167,000
+6.0%
8,5040.0%0.23%
+1.3%
Q3 2017$1,101,000
+7.8%
8,504
+3.7%
0.22%
+7.7%
Q2 2017$1,021,000
+3.5%
8,204
+1.0%
0.21%
+1.5%
Q1 2017$986,000
+28.1%
8,125
+17.5%
0.21%
+19.1%
Q4 2016$770,0000.0%6,9130.0%0.17%0.0%
Q3 2016$770,000
+8.9%
6,913
+4.7%
0.17%
+6.8%
Q2 2016$707,000
-1.9%
6,600
-4.0%
0.16%
-3.6%
Q1 2016$721,000
-3.6%
6,875
-4.2%
0.17%
-1.2%
Q4 2015$748,000
+5.6%
7,1750.0%0.17%
+0.6%
Q3 2015$708,000
+16.1%
7,175
+25.9%
0.17%
+17.4%
Q2 2015$610,000
-13.5%
5,700
-13.3%
0.14%
-15.8%
Q1 2015$705,000
+33.8%
6,575
+32.2%
0.17%
+18.8%
Q4 2014$527,000
+4.6%
4,9750.0%0.14%
+3.6%
Q3 2014$504,000
-3.8%
4,975
-3.4%
0.14%
-3.5%
Q2 2014$524,000
+34.4%
5,150
+28.8%
0.14%
+26.3%
Q1 2014$390,000
+1.6%
4,0000.0%0.11%
+3.6%
Q4 2013$384,0004,0000.11%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Symetra Investment Management Co 400,339$91,145,000100.00%
Rainwater Charitable Foundation 565,280$128,697,00085.29%
Monashee Investment Management LLC 1,137,100$259,065,00075.03%
Ebor Charitable Trust 109,944$25,031,00067.78%
Kinsale Capital Group, Inc. 338,125$76,981,00064.53%
Cabot-Wellington, LLC 524,832$119,554,74259.13%
Gibson Capital, LLC 947,666$215,624,00053.98%
Beacon Wealthcare LLC 465,024$105,872,00052.17%
VIEWPOINT INVESTMENT PARTNERS CORP 270,273$65,254,00051.75%
Avalon Advisory Group 428,772$97,619,00051.34%
View complete list of VANGUARD INDEX FDS shareholders