BEESE FULMER INVESTMENT MANAGEMENT, INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,835 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.12 and the average weighting 2.7%.

Quarter-by-quarter ownership
BEESE FULMER INVESTMENT MANAGEMENT, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,340,356
-3.3%
6,310
+0.3%
0.15%
+0.7%
Q2 2023$1,385,595
+8.8%
6,290
+0.8%
0.15%
+3.4%
Q1 2023$1,273,600
+7.0%
6,240
+0.3%
0.14%
+1.4%
Q4 2022$1,189,967
-13.6%
6,224
-18.9%
0.14%
-22.7%
Q3 2022$1,377,000
+39.7%
7,675
+46.8%
0.18%
+46.8%
Q2 2022$986,000
-9.4%
5,227
+9.4%
0.13%
+6.8%
Q1 2022$1,088,000
-14.3%
4,778
-9.2%
0.12%
-10.6%
Q4 2021$1,270,000
-35.6%
5,260
-40.8%
0.13%
-40.5%
Q3 2021$1,972,000
+62.2%
8,880
+62.7%
0.22%
+60.9%
Q2 2021$1,216,000
+1.2%
5,459
-6.1%
0.14%
-4.2%
Q1 2021$1,202,000
+10.8%
5,815
+4.3%
0.14%
+3.6%
Q4 2020$1,085,000
+14.2%
5,5760.0%0.14%
+3.0%
Q3 2020$950,000
+9.2%
5,576
+0.3%
0.14%
+5.5%
Q2 2020$870,000
+19.2%
5,561
-1.8%
0.13%
-0.8%
Q1 2020$730,000
+73.4%
5,661
+120.2%
0.13%
+118.6%
Q4 2019$421,000
+2.9%
2,571
-5.0%
0.06%
-3.3%
Q3 2019$409,000
+81.0%
2,706
+79.7%
0.06%
+41.9%
Q2 2019$226,000
+3.7%
1,5060.0%0.04%0.0%
Q1 2019$218,000
-10.7%
1,506
-34.5%
0.04%
-43.4%
Q4 2014$244,000
-26.9%
2,300
-30.3%
0.08%
-29.6%
Q3 2014$334,000
-0.6%
3,3000.0%0.11%
-0.9%
Q2 2014$336,000
+4.3%
3,3000.0%0.11%
-2.7%
Q1 2014$322,000
+1.6%
3,3000.0%0.11%
-0.9%
Q4 2013$317,0003,3000.11%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
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