SIGNATURE ESTATE & INVESTMENT ADVISORS LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 866 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.20 and the average weighting 1.3%.

Quarter-by-quarter ownership
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$36,214
-1.3%
262,554
+1.7%
1.22%
+0.7%
Q2 2023$36,692
+1.2%
258,209
-1.7%
1.22%
-4.4%
Q1 2023$36,264
+2.7%
262,573
+4.4%
1.27%
+0.2%
Q4 2022$35,302
-99.9%
251,497
+3.1%
1.27%
-10.3%
Q3 2022$30,127,000
-1.7%
243,981
+5.0%
1.42%
-8.5%
Q2 2022$30,640,000
-3.6%
232,337
+8.0%
1.55%
+6.2%
Q1 2022$31,781,000
-1.5%
215,058
-1.9%
1.46%
+0.7%
Q4 2021$32,251,000
+7.8%
219,232
-0.8%
1.45%
-1.2%
Q3 2021$29,922,000
+0.6%
221,037
+2.2%
1.46%
+9.7%
Q2 2021$29,733,000
+7.7%
216,309
+3.0%
1.34%
-0.7%
Q1 2021$27,613,000
+8.4%
210,054
-1.9%
1.34%
-2.3%
Q4 2020$25,471,000
+14.1%
214,114
+0.3%
1.38%
-0.6%
Q3 2020$22,315,000
+4.3%
213,525
-0.6%
1.38%
-8.6%
Q2 2020$21,396,000
+30.1%
214,841
+16.3%
1.52%
+15.6%
Q1 2020$16,445,000
-9.8%
184,655
+21.4%
1.31%
+17.6%
Q4 2019$18,234,000
+8.7%
152,136
+1.2%
1.11%0.0%
Q3 2019$16,782,000
+0.9%
150,346
+0.3%
1.11%
+1.4%
Q2 2019$16,634,000
+6.4%
149,962
+3.2%
1.10%
-6.7%
Q1 2019$15,633,000
+16.8%
145,254
+6.3%
1.18%
-0.4%
Q4 2018$13,383,000
-9.9%
136,636
+1.8%
1.18%
-11.5%
Q3 2018$14,855,000
+10.2%
134,213
+3.3%
1.34%
+5.0%
Q2 2018$13,485,000
-21.0%
129,878
-21.5%
1.27%
-26.3%
Q1 2018$17,075,000
+1.3%
165,485
+4.4%
1.73%
+0.3%
Q4 2017$16,860,000
+9.9%
158,577
+3.2%
1.72%
+0.6%
Q3 2017$15,343,000
+8.4%
153,705
+4.8%
1.71%
+1.9%
Q2 2017$14,158,000
+16.5%
146,619
+15.0%
1.68%
+10.5%
Q1 2017$12,158,000
+13.7%
127,488
+10.9%
1.52%
+2.4%
Q4 2016$10,696,000
+12.4%
114,996
+5.1%
1.48%
+6.5%
Q3 2016$9,516,000
+9.2%
109,375
+6.7%
1.39%
+0.1%
Q2 2016$8,716,000
+12.5%
102,548
+9.0%
1.39%
+9.6%
Q1 2016$7,751,000
+19.6%
94,076
+18.3%
1.27%
+13.5%
Q4 2015$6,482,00079,5151.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
NameSharesValueWeighting ↓
Peninsula Wealth, LLC 458,742$54,980,00025.45%
Permanens Capital L.P. 834,780$100,048,00025.13%
VISTA CAPITAL PARTNERS, INC. 1,027,804$123,182,00023.06%
Cornerstone Management, Inc. 364,210$43,650,56918.51%
JONES FINANCIAL COMPANIES LLLP 75,825,475$9,087,684,00018.18%
Brickley Wealth Management 401,848$48,162,00017.55%
CAPITAL WEALTH MANAGEMENT, LLC 140,172$16,800,00017.14%
TL Private Wealth 155,748$18,760,00016.22%
CBIZ Investment Advisory Services, LLC 1,252,314$150,841,00016.02%
Cable Hill Partners, LLC 397,717$47,666,00014.35%
View complete list of VANGUARD INDEX FDS shareholders