OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 931 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 0.47 and the average weighting 1.2%.

Quarter-by-quarter ownership
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,598,586
-4.3%
33,340
-1.4%
0.34%
-1.7%
Q2 2023$4,803,548
+6.1%
33,804
+3.1%
0.35%
+4.2%
Q1 2023$4,527,660
-2.2%
32,783
-0.6%
0.33%
-8.5%
Q4 2022$4,629,824
+18.0%
32,983
+3.8%
0.36%
+10.7%
Q3 2022$3,925,000
-9.8%
31,784
-3.7%
0.33%
-1.5%
Q2 2022$4,353,000
-26.4%
33,004
-17.5%
0.33%
-23.6%
Q1 2022$5,914,000
-14.8%
40,019
-15.2%
0.44%
-13.8%
Q4 2021$6,941,000
+9.5%
47,179
+0.7%
0.51%
-0.6%
Q3 2021$6,341,000
-2.2%
46,845
-0.7%
0.51%
-4.7%
Q2 2021$6,486,000
-0.7%
47,185
-5.1%
0.53%
-10.3%
Q1 2021$6,534,000
+4.6%
49,702
-5.4%
0.60%
-22.1%
Q4 2020$6,249,000
+18.1%
52,527
+3.8%
0.76%
-28.3%
Q3 2020$5,291,000
+6.7%
50,627
+1.7%
1.06%
+0.4%
Q2 2020$4,959,000
+6.8%
49,797
-4.5%
1.06%
-12.2%
Q1 2020$4,644,000
-26.4%
52,148
-0.9%
1.21%
-5.3%
Q4 2019$6,306,000
+2.8%
52,619
-4.2%
1.28%
+3.7%
Q3 2019$6,133,000
+0.5%
54,945
-0.1%
1.23%
+5.6%
Q2 2019$6,100,000
+0.1%
54,995
-2.9%
1.17%
-1.9%
Q1 2019$6,095,000
+6.2%
56,625
-3.4%
1.19%
+38.5%
Q4 2018$5,741,000
-12.4%
58,612
-1.0%
0.86%
+2.5%
Q3 2018$6,556,000
+5.5%
59,232
-1.1%
0.84%
-1.1%
Q2 2018$6,216,000
+2.2%
59,863
+1.6%
0.85%
+1.2%
Q1 2018$6,081,000
-0.3%
58,937
+2.8%
0.84%
+3.6%
Q4 2017$6,098,000
+5.4%
57,352
-1.0%
0.81%
+2.0%
Q3 2017$5,785,000
+2.5%
57,952
-0.9%
0.79%
-1.4%
Q2 2017$5,645,000
+1.8%
58,457
+0.5%
0.80%
+1.1%
Q1 2017$5,545,000
+0.8%
58,142
-1.7%
0.79%
-1.4%
Q4 2016$5,501,000
+6.8%
59,142
-0.1%
0.80%
+4.4%
Q3 2016$5,150,000
+1.2%
59,192
-1.2%
0.77%
+1.6%
Q2 2016$5,090,000
+2.9%
59,892
-0.3%
0.76%
+4.5%
Q1 2016$4,948,000
+1.1%
60,0600.0%0.73%
+2.0%
Q4 2015$4,896,000
+6.2%
60,0600.0%0.71%
+5.2%
Q3 2015$4,610,000
-10.6%
60,060
-2.9%
0.68%
-1.9%
Q2 2015$5,155,000
-0.2%
61,835
+0.2%
0.69%
+1.6%
Q1 2015$5,167,000
-1.7%
61,738
-0.7%
0.68%
+6.9%
Q4 2014$5,254,000
+4.0%
62,1880.0%0.64%
-2.6%
Q3 2014$5,050,000
+2.3%
62,188
+2.0%
0.65%
+2.7%
Q2 2014$4,937,000
+0.9%
60,988
-2.7%
0.64%
-0.9%
Q1 2014$4,895,000
+1.5%
62,668
-0.8%
0.64%
+1.9%
Q4 2013$4,823,000
+8.7%
63,143
-0.7%
0.63%
+1.6%
Q3 2013$4,436,000
+2.6%
63,568
-0.6%
0.62%0.0%
Q2 2013$4,322,00063,9280.62%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2019
NameSharesValueWeighting ↓
VISTA CAPITAL PARTNERS, INC. 1,152,956$107,236,00029.17%
Coyle Financial Counsel LLC 106,833$9,937,00021.42%
Horizon Investments, LLC 3,101,206$288,443,00019.88%
INR ADVISORY SERVICES LLC 1,201,125$111,717,00018.63%
FOUNDERS FINANCIAL SECURITIES LLC 452,957$42,130,00017.50%
Cornerstone Management, Inc. 309,132$28,752,36716.48%
EP Wealth Advisors, LLC 1,388,352$110,318,00016.12%
Permanens Capital L.P. 384,283$35,742,00015.09%
Cable Hill Partners, LLC 354,005$32,926,00014.88%
Garde Capital, Inc. 499,539$46,462,00013.37%
View complete list of VANGUARD INDEX FDS shareholders