GOULD ASSET MANAGEMENT LLC /CA/ - 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
GOULD ASSET MANAGEMENT LLC /CA/ ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$802,753
-4.6%
5,820
-1.7%
0.23%
-3.4%
Q2 2023$841,090
+1.4%
5,919
-1.4%
0.24%
-0.4%
Q1 2023$829,351
-5.4%
6,005
-3.8%
0.24%
-10.6%
Q4 2022$876,611
-7.3%
6,245
-18.5%
0.26%
-17.8%
Q3 2022$946,000
-7.3%
7,660
-1.1%
0.32%
-2.1%
Q2 2022$1,021,000
-20.1%
7,745
-10.5%
0.33%
-10.4%
Q1 2022$1,278,000
-7.2%
8,650
-7.6%
0.37%
-5.2%
Q4 2021$1,377,000
+13.9%
9,360
+4.8%
0.39%
+3.5%
Q3 2021$1,209,000
-3.0%
8,930
-1.5%
0.37%
+5.1%
Q2 2021$1,247,000
-10.2%
9,070
-14.2%
0.36%
-16.3%
Q1 2021$1,389,000
+6.3%
10,565
-3.9%
0.42%
+6.5%
Q4 2020$1,307,000
+6.3%
10,990
-6.5%
0.40%
-4.1%
Q3 2020$1,229,000
+7.8%
11,755
+2.7%
0.42%
+4.0%
Q2 2020$1,140,000
+16.7%
11,450
+4.4%
0.40%
+7.3%
Q1 2020$977,000
-6.1%
10,970
+26.3%
0.37%
+7.5%
Q4 2019$1,041,000
+5.2%
8,685
-2.0%
0.35%
-1.1%
Q3 2019$990,000
+0.9%
8,865
+0.3%
0.35%
-1.1%
Q2 2019$981,000
+3.2%
8,8400.0%0.35%
-0.6%
Q1 2019$951,000
+9.3%
8,840
-0.5%
0.36%
-1.7%
Q4 2018$870,000
-8.8%
8,885
+3.1%
0.36%
-5.0%
Q3 2018$954,000
+8.7%
8,620
+1.9%
0.38%
+0.5%
Q2 2018$878,000
-7.5%
8,460
-8.0%
0.38%
-8.9%
Q1 2018$949,000
-16.4%
9,200
-13.8%
0.42%
-15.4%
Q4 2017$1,135,000
+4.3%
10,675
-2.0%
0.49%
+0.6%
Q3 2017$1,088,000
-16.4%
10,895
-19.2%
0.49%
-22.1%
Q2 2017$1,302,000
+0.8%
13,480
-0.5%
0.63%
-3.2%
Q1 2017$1,292,000
+1.7%
13,550
-0.7%
0.65%
-0.3%
Q4 2016$1,270,000
+14.8%
13,650
+7.4%
0.65%
+9.2%
Q3 2016$1,106,000
+1.2%
12,710
-1.2%
0.60%
+1.7%
Q2 2016$1,093,000
+4.7%
12,865
+1.5%
0.59%
+4.1%
Q1 2016$1,044,000
+5.7%
12,675
+4.5%
0.56%
+6.2%
Q4 2015$988,000
+23.5%
12,125
+16.3%
0.53%
+18.8%
Q3 2015$800,000
-7.2%
10,425
+0.9%
0.45%
+2.1%
Q2 2015$862,000
+1.2%
10,335
+1.6%
0.44%
+4.3%
Q1 2015$852,000
-3.4%
10,175
-2.5%
0.42%
-3.2%
Q4 2014$882,000
+5.9%
10,440
+1.8%
0.43%
+7.4%
Q3 2014$833,000
-0.5%
10,255
-0.8%
0.40%0.0%
Q2 2014$837,000
+6.9%
10,335
+3.1%
0.40%
-2.9%
Q1 2014$783,000
-4.7%
10,020
-6.9%
0.42%
-13.4%
Q4 2013$822,000
+12.1%
10,760
+2.5%
0.48%
+3.9%
Q3 2013$733,000
-0.4%
10,502
-3.6%
0.46%
+0.2%
Q2 2013$736,00010,8900.46%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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