ProVise Management Group, LLC - 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
ProVise Management Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2021$5,166,000
+9.0%
39,297
-1.4%
0.56%
+1.8%
Q4 2020$4,739,000
+13.8%
39,8370.0%0.55%
-1.8%
Q3 2020$4,163,000
+5.5%
39,837
+0.5%
0.56%
-1.6%
Q2 2020$3,946,000
+11.3%
39,622
-0.5%
0.57%
-4.9%
Q1 2020$3,546,000
-37.3%
39,814
-15.7%
0.60%
-14.5%
Q4 2019$5,659,000
+7.4%
47,2140.0%0.70%
-0.4%
Q3 2019$5,270,000
+0.6%
47,2140.0%0.70%
-0.3%
Q2 2019$5,237,000
+3.5%
47,214
+0.4%
0.70%
-1.3%
Q1 2019$5,061,000
+9.9%
47,0220.0%0.71%
-2.5%
Q4 2018$4,605,000
-11.5%
47,0220.0%0.73%
+6.3%
Q3 2018$5,204,000
-5.9%
47,022
-11.7%
0.68%
+64.7%
Q2 2018$5,528,000
+0.9%
53,242
+0.3%
0.42%
-48.5%
Q1 2018$5,480,000
-3.2%
53,107
-0.3%
0.81%
-0.6%
Q4 2017$5,662,000
+6.4%
53,252
-0.1%
0.81%
+5.2%
Q3 2017$5,319,000
+3.4%
53,2850.0%0.77%
-1.2%
Q2 2017$5,146,000
+1.3%
53,2850.0%0.78%
-4.3%
Q1 2017$5,082,000
+2.5%
53,285
-0.0%
0.82%
-3.2%
Q4 2016$4,956,000
+7.3%
53,286
+0.4%
0.84%
+5.2%
Q3 2016$4,620,000
+2.3%
53,095
-0.1%
0.80%
-3.6%
Q2 2016$4,516,000
+2.9%
53,140
-0.2%
0.83%
-7.9%
Q1 2016$4,389,000
+0.5%
53,270
-0.6%
0.90%
-1.6%
Q4 2015$4,369,000
+9.1%
53,592
+2.7%
0.92%
-1.3%
Q3 2015$4,005,000
-7.9%
52,176
+0.0%
0.93%
+0.3%
Q2 2015$4,348,000
-0.4%
52,167
+0.0%
0.93%
+0.2%
Q1 2015$4,366,000
-50.5%
52,158
-50.0%
0.92%
-2.3%
Q4 2014$8,812,000
+113.8%
104,300
+105.5%
0.95%
+5.7%
Q3 2014$4,121,000
+0.9%
50,748
+0.6%
0.90%
+1.0%
Q2 2014$4,084,000
+3.7%
50,4480.0%0.89%
-7.1%
Q1 2014$3,940,000
+2.6%
50,448
+0.3%
0.95%
-3.8%
Q4 2013$3,842,000
+9.5%
50,2980.0%0.99%
-0.2%
Q3 2013$3,510,000
+2.7%
50,298
-0.5%
0.99%
-1.5%
Q2 2013$3,417,00050,5411.01%
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