COLDSTREAM CAPITAL MANAGEMENT INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,207 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 1.06 and the average weighting 1.2%.

Quarter-by-quarter ownership
COLDSTREAM CAPITAL MANAGEMENT INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$19,645,294
-5.0%
142,429
-2.2%
0.64%
-2.0%
Q2 2023$20,687,227
+1.8%
145,582
-1.0%
0.66%
-4.0%
Q1 2023$20,313,535
-1.8%
147,082
-0.2%
0.68%
-9.9%
Q4 2022$20,683,979
-46.8%
147,353
-50.0%
0.76%
-4.2%
Q2 2022$38,856,000
+75.1%
294,632
+96.2%
0.79%
+3.3%
Q1 2022$22,197,000
+0.9%
150,201
+0.4%
0.76%
+10.7%
Q4 2021$22,008,000
+52.7%
149,600
+13.1%
0.69%
-1.1%
Q3 2021$14,416,000
-21.0%
132,273
-0.4%
0.70%
-4.9%
Q2 2021$18,248,000
+24.9%
132,753
+19.4%
0.74%
-14.1%
Q1 2021$14,613,000
+8.8%
111,156
-1.5%
0.86%
+5.7%
Q4 2020$13,427,000
+13.7%
112,868
-0.1%
0.81%
-17.6%
Q3 2020$11,809,000
+3.5%
112,988
-1.3%
0.98%
-4.0%
Q2 2020$11,405,000
-12.1%
114,517
-21.4%
1.02%
-27.8%
Q1 2020$12,979,000
-43.5%
145,741
-23.9%
1.42%
-24.7%
Q4 2019$22,960,000
-2.4%
191,567
-9.1%
1.88%
-4.9%
Q3 2019$23,525,000
-1.0%
210,753
-1.6%
1.98%
+0.2%
Q2 2019$23,767,000
+0.8%
214,270
-2.2%
1.98%
-4.1%
Q1 2019$23,589,000
+8.2%
219,166
-1.5%
2.06%
-2.6%
Q4 2018$21,805,000
+44.4%
222,615
+63.2%
2.12%
+54.8%
Q3 2018$15,101,000
+7.1%
136,432
+0.5%
1.37%
-3.9%
Q2 2018$14,096,000
-11.5%
135,762
-12.1%
1.42%
-17.2%
Q1 2018$15,930,000
-25.4%
154,383
-23.1%
1.72%
-25.7%
Q4 2017$21,342,000
+3.9%
200,735
-2.4%
2.32%
-3.1%
Q3 2017$20,534,000
-11.0%
205,708
-13.9%
2.39%
-19.7%
Q2 2017$23,059,000
-7.9%
238,807
-9.0%
2.98%
-14.0%
Q1 2017$25,033,000
+6.5%
262,486
+3.9%
3.46%
-9.6%
Q4 2016$23,503,000
+46.1%
252,698
+36.6%
3.82%
+34.1%
Q3 2016$16,089,000
+2.9%
184,935
+0.5%
2.85%
+2.9%
Q2 2016$15,641,000
+29.2%
184,033
+25.2%
2.77%
+25.7%
Q1 2016$12,106,000
+85.9%
146,937
+83.9%
2.20%
+55.9%
Q4 2015$6,512,000
+5.6%
79,888
-0.6%
1.41%
-14.2%
Q3 2015$6,167,000
-2.6%
80,347
+5.8%
1.65%
-0.5%
Q2 2015$6,333,000
-1.7%
75,969
-1.3%
1.66%
-6.7%
Q1 2015$6,442,000
+3.7%
76,967
+4.7%
1.78%
+2.7%
Q4 2014$6,212,000
+9.1%
73,527
+4.8%
1.73%
+6.8%
Q3 2014$5,695,000
+13.5%
70,139
+13.2%
1.62%
+9.9%
Q2 2014$5,017,000
-7.6%
61,979
-10.9%
1.47%
-16.3%
Q1 2014$5,432,000
+4.2%
69,542
+1.9%
1.76%
+4.7%
Q4 2013$5,213,000
+17.4%
68,248
+7.3%
1.68%
+14.9%
Q3 2013$4,439,000
+4.8%
63,610
+1.6%
1.46%
+2.1%
Q2 2013$4,235,00062,6321.43%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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