OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,306 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 0.17 and the average weighting 2.4%.

Quarter-by-quarter ownership
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,900,216
-0.4%
23,070
+3.3%
0.36%
+2.3%
Q2 2023$4,921,190
+21.5%
22,341
+12.5%
0.36%
+19.5%
Q1 2023$4,051,510
+39.5%
19,851
+30.7%
0.30%
+30.3%
Q4 2022$2,903,337
+210.2%
15,186
+191.2%
0.23%
+192.3%
Q3 2022$936,000
-16.0%
5,215
-11.7%
0.08%
-8.2%
Q2 2022$1,114,000
-22.3%
5,906
-6.2%
0.08%
-19.8%
Q1 2022$1,434,000
+4.1%
6,298
+10.4%
0.11%
+6.0%
Q4 2021$1,377,000
-14.8%
5,705
-21.7%
0.10%
-23.1%
Q3 2021$1,617,000
+4.9%
7,282
+5.2%
0.13%
+2.4%
Q2 2021$1,542,000
+23.8%
6,919
+14.7%
0.13%
+12.4%
Q1 2021$1,246,000
+4.4%
6,030
-1.7%
0.11%
-22.6%
Q4 2020$1,194,000
+11.0%
6,136
-2.8%
0.15%
-32.7%
Q3 2020$1,076,000
+2.8%
6,316
-5.5%
0.22%
-3.1%
Q2 2020$1,047,000
+36.0%
6,686
+11.9%
0.22%
+11.4%
Q1 2020$770,000
-21.0%
5,976
+0.3%
0.20%
+2.0%
Q4 2019$975,000
-15.3%
5,956
-21.8%
0.20%
-14.7%
Q3 2019$1,151,000
+8.5%
7,619
+7.7%
0.23%
+13.8%
Q2 2019$1,061,000
+0.2%
7,071
-3.4%
0.20%
-1.9%
Q1 2019$1,059,000
+24.2%
7,320
+9.5%
0.21%
+61.7%
Q4 2018$853,000
-14.1%
6,685
+0.8%
0.13%
+0.8%
Q3 2018$993,000
+1.0%
6,635
-5.2%
0.13%
-5.2%
Q2 2018$983,000
+9.7%
7,001
+6.0%
0.13%
+8.9%
Q1 2018$896,000
+4.4%
6,603
+5.6%
0.12%
+7.9%
Q4 2017$858,000
+21.0%
6,253
+14.2%
0.11%
+17.5%
Q3 2017$709,000
-8.8%
5,477
-12.3%
0.10%
-12.6%
Q2 2017$777,000
+4.0%
6,242
+1.3%
0.11%
+3.7%
Q1 2017$747,000
+1.4%
6,161
-3.6%
0.11%
-0.9%
Q4 2016$737,000
-9.1%
6,390
-12.2%
0.11%
-10.7%
Q3 2016$811,000
+0.4%
7,282
-3.4%
0.12%
+0.8%
Q2 2016$808,000
-4.3%
7,536
-6.5%
0.12%
-3.2%
Q1 2016$844,000
-3.2%
8,056
-3.7%
0.12%
-2.4%
Q4 2015$872,000
+4.4%
8,364
-1.1%
0.13%
+3.3%
Q3 2015$835,000
-7.3%
8,454
+0.4%
0.12%
+1.7%
Q2 2015$901,000
+35.1%
8,424
+35.4%
0.12%
+37.5%
Q1 2015$667,000
-23.6%
6,221
-24.5%
0.09%
-17.0%
Q4 2014$873,000
+40.1%
8,237
+33.9%
0.11%
+32.5%
Q3 2014$623,000
+4.0%
6,150
+4.4%
0.08%
+3.9%
Q2 2014$599,000
+31.1%
5,890
+25.7%
0.08%
+28.3%
Q1 2014$457,000
+40.6%
4,685
+38.4%
0.06%
+42.9%
Q4 2013$325,0003,3850.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2019
NameSharesValueWeighting ↓
Rainwater Charitable Foundation 650,539$126,621,00093.39%
Adventist Health System/ West 2,556,317$497,562,00077.45%
VIEWPOINT INVESTMENT PARTNERS CORP 443,546$69,428,00064.79%
PFM Asset Management LLC 13,185,931$2,566,510,00063.95%
Ebor Charitable Trust 350,250$68,173,00063.27%
AEGON USA Investment Management, LLC 987,240$192,156,00058.35%
Gibson Capital, LLC 964,743$187,777,00055.29%
Avalon Advisory Group 525,718$102,326,00051.07%
Cabot-Wellington, LLC 513,194$99,888,00050.81%
Beacon Wealthcare, Inc 437,612$85,177,00049.55%
View complete list of VANGUARD INDEX FDS shareholders