EVERGREEN CAPITAL MANAGEMENT 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
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$12,991,378
-2.9%
94,188
+0.0%
0.57%
+1.8%
Q2 2023$13,383,868
-20.6%
94,186
-22.8%
0.56%
-26.2%
Q1 2023$16,848,886
-1.2%
121,996
+0.5%
0.76%
-5.6%
Q4 2022$17,047,833
+9.7%
121,449
-3.5%
0.80%
-1.2%
Q3 2022$15,535,000
-10.4%
125,808
-4.3%
0.81%
-9.9%
Q2 2022$17,344,000
-15.3%
131,517
-5.1%
0.90%
+8.0%
Q1 2022$20,488,000
+0.5%
138,638
+0.1%
0.83%
+2.2%
Q4 2021$20,379,000
+7.9%
138,530
-0.7%
0.82%
-4.3%
Q3 2021$18,890,000
-0.0%
139,544
+1.5%
0.85%
-5.5%
Q2 2021$18,893,000
+2.5%
137,441
-2.0%
0.90%
-4.5%
Q1 2021$18,440,000
+10.8%
140,267
+0.2%
0.95%
-2.8%
Q4 2020$16,646,000
+12.4%
139,932
-1.3%
0.97%
-4.9%
Q3 2020$14,814,000
+3.8%
141,751
-1.1%
1.02%
-5.4%
Q2 2020$14,274,000
+10.5%
143,325
-1.1%
1.08%
-10.3%
Q1 2020$12,912,000
-9.4%
144,982
+21.9%
1.20%
+1.5%
Q4 2019$14,256,000
+3.8%
118,946
-3.3%
1.19%
-7.3%
Q3 2019$13,731,000
-0.2%
123,019
-0.8%
1.28%
-2.4%
Q2 2019$13,759,000
+1.5%
124,045
-1.5%
1.31%
-3.6%
Q1 2019$13,560,000
+8.1%
125,985
-1.6%
1.36%
+3.6%
Q4 2018$12,541,000
-2.3%
128,035
+10.4%
1.31%
+15.7%
Q3 2018$12,832,000
+3.5%
115,937
-2.9%
1.14%
-2.3%
Q2 2018$12,395,000
-1.4%
119,375
-2.0%
1.16%
-3.6%
Q1 2018$12,571,000
-6.4%
121,840
-3.5%
1.21%
-11.1%
Q4 2017$13,424,000
-0.1%
126,261
-6.2%
1.36%
-13.6%
Q3 2017$13,431,000
+2.8%
134,552
-0.6%
1.57%
-25.4%
Q2 2017$13,069,000
+12.1%
135,345
+10.7%
2.11%
-13.2%
Q1 2017$11,659,000
-10.2%
122,248
-12.4%
2.43%
-3.2%
Q4 2016$12,987,000
+5.0%
139,629
-1.8%
2.51%
+3.0%
Q3 2016$12,374,000
+0.5%
142,230
-1.9%
2.44%
-9.0%
Q2 2016$12,318,000
-0.3%
144,931
-3.4%
2.68%
-5.5%
Q1 2016$12,356,000
-0.5%
149,977
-1.6%
2.83%
-4.8%
Q4 2015$12,424,000
+2.9%
152,402
-3.1%
2.98%
-5.0%
Q3 2015$12,071,000
-4.6%
157,272
+3.6%
3.13%
+0.9%
Q2 2015$12,650,000
-2.2%
151,745
-1.8%
3.10%
+9.0%
Q1 2015$12,929,000
+4.0%
154,458
+0.9%
2.85%
+16.3%
Q4 2014$12,436,000
-0.1%
153,147
-0.1%
2.45%
+1.1%
Q3 2014$12,448,000
+1.3%
153,297
+1.0%
2.42%
+0.2%
Q2 2014$12,284,000
-3.1%
151,752
-6.5%
2.42%
-5.1%
Q1 2014$12,676,000
-2.9%
162,282
-5.1%
2.55%
+7.7%
Q4 2013$13,059,000
+9.3%
170,957
-0.1%
2.37%
+23.3%
Q3 2013$11,945,000
-2.1%
171,170
-5.2%
1.92%
+3.0%
Q2 2013$12,206,000180,5351.86%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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