COLONY GROUP LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,779 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.

Quarter-by-quarter ownership
COLONY GROUP LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$37,001
-0.9%
268,256
+2.1%
0.56%
+4.9%
Q2 2023$37,340
-15.1%
262,770
-17.5%
0.53%
-18.7%
Q1 2023$43,980
-9.8%
318,441
-8.3%
0.65%
-5.0%
Q4 2022$48,733
-99.9%
347,176
+0.6%
0.69%
-8.8%
Q3 2022$42,604,000
-6.9%
345,030
-0.6%
0.75%
-4.6%
Q2 2022$45,773,000
-9.8%
347,082
+1.1%
0.79%
+4.0%
Q1 2022$50,754,000
+1081.1%
343,443
+1075.7%
0.76%
+910.7%
Q4 2021$4,297,000
+26.5%
29,212
+16.4%
0.08%
+15.4%
Q3 2021$3,396,000
+0.5%
25,090
+2.0%
0.06%
-3.0%
Q2 2021$3,380,000
+2.3%
24,590
-2.1%
0.07%
-2.9%
Q1 2021$3,303,000
+6.2%
25,129
-3.9%
0.07%
-4.2%
Q4 2020$3,110,000
+24.2%
26,143
+9.1%
0.07%
+10.8%
Q3 2020$2,504,000
-14.5%
23,962
-18.5%
0.06%
-23.5%
Q2 2020$2,929,000
-1.3%
29,408
-11.7%
0.08%
-11.5%
Q1 2020$2,967,000
-25.1%
33,312
+0.8%
0.10%
-4.0%
Q4 2019$3,960,000
+7.4%
33,039
+0.0%
0.10%
-14.5%
Q3 2019$3,686,000
-8.3%
33,025
-8.9%
0.12%
-7.9%
Q2 2019$4,020,000
+25.5%
36,243
+21.8%
0.13%
-5.2%
Q1 2019$3,203,000
+22.2%
29,758
+11.1%
0.13%
+5.5%
Q4 2018$2,622,000
-6.6%
26,773
+5.6%
0.13%
-9.3%
Q3 2018$2,806,000
+6.6%
25,3500.0%0.14%
+2.2%
Q2 2018$2,632,000
-3.9%
25,350
-4.5%
0.14%
-8.1%
Q1 2018$2,740,000
-21.1%
26,551
-18.7%
0.15%
-31.7%
Q4 2017$3,473,000
+7.4%
32,668
+0.8%
0.22%
-1.4%
Q3 2017$3,235,000
+5.2%
32,413
+1.8%
0.22%
+0.9%
Q2 2017$3,074,000
-7.7%
31,833
-8.9%
0.22%
-30.3%
Q1 2017$3,332,000
+5.2%
34,937
+2.6%
0.31%
-7.6%
Q4 2016$3,167,000
+7.0%
34,051
+0.0%
0.34%
+3.3%
Q3 2016$2,961,000
-0.3%
34,034
-2.6%
0.33%
+0.6%
Q2 2016$2,971,000
-4.3%
34,958
-7.2%
0.33%
-8.9%
Q1 2016$3,104,000
-35.9%
37,678
-36.6%
0.36%
-19.0%
Q4 2015$4,846,000
-1.4%
59,442
-7.2%
0.44%
-22.4%
Q3 2015$4,916,000
+11072.7%
64,049
+12076.6%
0.57%
+11320.0%
Q2 2015$44,0000.0%526
+0.2%
0.01%0.0%
Q1 2015$44,0000.0%5250.0%0.01%0.0%
Q4 2014$44,000
+2.3%
5250.0%0.01%0.0%
Q3 2014$43,0000.0%5250.0%0.01%
-16.7%
Q2 2014$43,000
+4.9%
5250.0%0.01%0.0%
Q1 2014$41,000
+2.5%
5250.0%0.01%0.0%
Q4 2013$40,0005250.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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