WEATHERLY ASSET MANAGEMENT L. P. - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,538 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.50 and the average weighting 2.6%.

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Quarter-by-quarter ownership
WEATHERLY ASSET MANAGEMENT L. P. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$374,362
-4.7%
1,762
-1.1%
0.04%
-2.2%
Q2 2023$392,638
+7.9%
1,7820.0%0.05%
-2.1%
Q1 2023$363,798
+6.8%
1,7820.0%0.05%0.0%
Q4 2022$340,786
+21.3%
1,782
+13.9%
0.05%
+17.5%
Q3 2022$281,000
-4.7%
1,5640.0%0.04%
-2.4%
Q2 2022$295,000
-17.1%
1,5640.0%0.04%
-2.4%
Q1 2022$356,000
-5.8%
1,5640.0%0.04%0.0%
Q4 2021$378,000
+9.9%
1,564
+0.9%
0.04%0.0%
Q3 2021$344,000
-0.9%
1,550
-0.3%
0.04%
-4.5%
Q2 2021$347,000
+8.1%
1,5550.0%0.04%
-2.2%
Q1 2021$321,000
+5.9%
1,5550.0%0.04%
+2.3%
Q4 2020$303,000
+14.3%
1,5550.0%0.04%
+2.3%
Q3 2020$265,000
+5.6%
1,555
-3.1%
0.04%
-2.3%
Q2 2020$251,000
+21.3%
1,6050.0%0.04%
-2.2%
Q1 2020$207,000
-21.3%
1,6050.0%0.04%
-10.0%
Q4 2019$263,000–1,605–0.05%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
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