COURIER CAPITAL LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,023 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.72 and the average weighting 1.1%.

Quarter-by-quarter ownership
COURIER CAPITAL LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$20,551,153
-3.6%
148,997
-0.7%
1.70%
+1.4%
Q2 2023$21,327,871
+2.2%
150,091
-0.7%
1.68%
-27.1%
Q1 2023$20,872,192
-2.5%
151,127
-0.9%
2.31%
-6.5%
Q4 2022$21,406,233
+13.8%
152,499
+0.1%
2.47%
+5.8%
Q3 2022$18,816,000
-5.5%
152,382
+0.9%
2.33%
-0.1%
Q2 2022$19,920,000
-10.9%
151,044
-0.2%
2.33%
+4.4%
Q1 2022$22,359,000
-1.7%
151,301
-2.1%
2.24%
+5.7%
Q4 2021$22,736,000
-13.3%
154,548
-20.2%
2.11%
-15.3%
Q3 2021$26,226,000
+0.3%
193,735
+1.8%
2.50%
+0.3%
Q2 2021$26,156,000
+2.1%
190,284
-2.4%
2.49%
-3.9%
Q1 2021$25,625,000
+11.8%
194,925
+1.2%
2.59%
+4.1%
Q4 2020$22,911,000
+14.5%
192,591
+4.0%
2.49%
+3.7%
Q3 2020$20,014,000
+9.6%
185,232
+1.4%
2.40%
+2.0%
Q2 2020$18,262,000
+7.0%
182,601
+0.1%
2.35%
-7.3%
Q1 2020$17,075,000
-21.2%
182,407
+1.0%
2.53%
-0.4%
Q4 2019$21,677,000
+8.7%
180,640
-1.5%
2.54%
-2.0%
Q3 2019$19,935,000
-5.1%
183,464
-3.2%
2.60%
-3.5%
Q2 2019$21,016,000
+2.9%
189,474
-0.2%
2.69%
+1.2%
Q1 2019$20,426,000
+9.0%
189,776
-0.8%
2.66%
-3.3%
Q4 2018$18,745,000
-13.1%
191,371
-1.9%
2.75%
+4.0%
Q3 2018$21,582,000
+9.9%
194,994
+3.1%
2.64%
+4.3%
Q2 2018$19,632,000
+0.1%
189,083
-0.6%
2.53%
-2.2%
Q1 2018$19,622,000
-2.0%
190,169
+1.0%
2.59%
+0.6%
Q4 2017$20,019,000
+3.6%
188,288
-2.8%
2.57%
-4.9%
Q3 2017$19,330,000
+3.3%
193,648
-0.0%
2.70%
-15.6%
Q2 2017$18,706,000
+1.1%
193,719
-0.1%
3.20%
-1.6%
Q1 2017$18,499,000
+0.8%
193,968
-1.7%
3.26%
-7.0%
Q4 2016$18,360,000
+4.5%
197,396
-2.3%
3.50%
+0.6%
Q3 2016$17,572,000
+1.6%
201,981
-0.8%
3.48%
+0.7%
Q2 2016$17,298,000
+2.2%
203,527
-0.9%
3.46%
-2.0%
Q1 2016$16,927,000
+1.4%
205,451
+0.3%
3.52%
-1.8%
Q4 2015$16,697,000
+7.5%
204,826
+1.2%
3.59%
+4.8%
Q3 2015$15,539,000
-7.3%
202,459
+0.7%
3.42%
+1.5%
Q2 2015$16,760,000
+7.2%
201,060
+7.6%
3.37%
+9.2%
Q1 2015$15,639,000
-1.1%
186,841
-0.1%
3.09%
-2.8%
Q4 2014$15,808,000
+3.5%
187,105
-0.5%
3.18%
+2.9%
Q3 2014$15,267,000
+1.2%
188,011
+0.9%
3.09%
+3.6%
Q2 2014$15,081,000
+2.6%
186,305
-1.0%
2.98%
-1.6%
Q1 2014$14,694,000
+2.9%
188,118
+0.7%
3.03%
-0.4%
Q4 2013$14,273,000
+6.5%
186,848
-2.7%
3.04%
-1.2%
Q3 2013$13,402,000
+13.5%
192,040
+10.0%
3.08%
+4.6%
Q2 2013$11,804,000174,5862.94%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Saudi Central Bank 756,686$111,316,000100.00%
Permanens Capital L.P. 1,059,590$126,049,00026.53%
VISTA CAPITAL PARTNERS, INC. 1,029,045$122,415,00020.29%
Peninsula Wealth, LLC 426,094$50,688,00019.02%
Cornerstone Management, Inc. 462,881$55,064,32417.41%
Foster Group, Inc. 789,564$92,916,00017.19%
JONES FINANCIAL COMPANIES LLLP 75,927,528$9,032,339,00016.54%
CBIZ Investment Advisory Services, LLC 1,502,129$178,691,00016.54%
TL Private Wealth 211,915$26,099,00016.50%
Jacobsen Capital Management 230,886$27,466,00016.28%
View complete list of VANGUARD INDEX FDS shareholders