ROOSEVELT INVESTMENT GROUP LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,332 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 1.3%.

Quarter-by-quarter ownership
ROOSEVELT INVESTMENT GROUP LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$43,254,000
-4.9%
350,294
+1.5%
3.11%
-4.8%
Q2 2022$45,492,000
-10.4%
344,948
+0.4%
3.27%
+7.8%
Q1 2022$50,782,000
+24.9%
343,634
+24.3%
3.03%
+34.7%
Q4 2021$40,662,000
-4.8%
276,406
-12.4%
2.25%
-14.9%
Q3 2021$42,722,000
-2.1%
315,597
-0.5%
2.65%
+0.6%
Q2 2021$43,621,000
+5.6%
317,336
+1.0%
2.63%
-2.8%
Q1 2021$41,322,000
+17.3%
314,331
+6.2%
2.70%
+8.2%
Q4 2020$35,218,000
+33.9%
296,052
+17.7%
2.50%
+17.2%
Q3 2020$26,292,000
+5.0%
251,571
+0.1%
2.13%
-13.8%
Q2 2020$25,038,000
+144.3%
251,410
+118.5%
2.47%
+110.8%
Q1 2020$10,247,000115,0561.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Trustees of Dartmouth College 1,440,950$198,750,23489.97%
Permanens Capital L.P. 1,776,945$245,094,02441.90%
Employees' Retirement Fund of the City of Fort Worth 928,774$128,105,79728.22%
Pacific Life Fund Advisors LLC 1,892,409$261,019,97327.63%
Saudi Central Bank 756,686$104,36926.69%
Safeguard Financial, LLC 388,806$53,628,07625.87%
Thrive Wealth Management, LLC 655,367$90,394,80824.05%
Dougherty Wealth Advisers LLC 149,922$20,678,74123.94%
Brickley Wealth Management 630,698$86,992,15023.21%
NorthLanding Financial Partners, LLC 128,468$17,719,64322.71%
View complete list of VANGUARD INDEX FDS shareholders