PHILLIPS FINANCIAL MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,986 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.22 and the average weighting 1.6%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$5,939,738
-2.2%
37,028
-0.7%
0.49%
-1.4%
Q1 2024$6,073,941
+8.4%
37,295
-0.5%
0.50%
+2.1%
Q4 2023$5,605,125
+11.3%
37,492
+2.7%
0.49%
+1.9%
Q3 2023$5,035,671
-8.5%
36,509
-5.7%
0.48%
-6.5%
Q2 2023$5,501,385
+3.0%
38,715
+0.1%
0.51%
-1.0%
Q1 2023$5,342,079
-1.7%
38,680
-0.0%
0.52%
-6.7%
Q4 2022$5,431,742
+12.8%
38,696
-0.8%
0.55%
+4.1%
Q3 2022$4,815,000
-7.9%
38,992
-1.6%
0.53%
-6.3%
Q2 2022$5,227,000
-11.7%
39,634
-1.0%
0.57%
+1.2%
Q1 2022$5,918,000
+0.6%
40,030
+0.1%
0.56%
-2.8%
Q4 2021$5,881,000
+8.6%
39,978
-0.0%
0.58%
+2.9%
Q3 2021$5,413,000
-1.7%
39,988
-0.2%
0.56%
-1.4%
Q2 2021$5,509,000
+7.0%
40,077
+2.3%
0.57%
-10.3%
Q1 2021$5,148,000
+5.9%
39,158
-4.2%
0.63%
-4.7%
Q4 2020$4,863,000
+13.9%
40,881
+0.0%
0.66%
-0.6%
Q3 2020$4,270,000
+2.6%
40,862
-2.2%
0.67%
-1.9%
Q2 2020$4,162,000
+23.1%
41,793
+5.4%
0.68%
+1.5%
Q1 2020$3,381,000
-19.6%
39,666
+13.0%
0.67%
-2.8%
Q4 2019$4,206,000
+6.7%
35,093
-0.6%
0.69%
-0.4%
Q3 2019$3,941,000
-1.2%
35,308
-1.1%
0.69%
-5.1%
Q2 2019$3,988,000
-0.5%
35,712
-3.0%
0.73%
-4.5%
Q1 2019$4,009,000
+9.5%
36,818
-1.5%
0.76%
-2.3%
Q4 2018$3,661,000
-14.8%
37,375
-3.3%
0.78%
-11.5%
Q3 2018$4,298,000
+5.7%
38,665
-1.2%
0.88%
+2.9%
Q2 2018$4,067,000
+1.9%
39,1180.0%0.86%
-0.7%
Q1 2018$3,992,000
-6.9%
39,118
-1.3%
0.86%
-4.3%
Q4 2017$4,287,000
+7.0%
39,621
-1.3%
0.90%
+3.1%
Q3 2017$4,006,000
+1.3%
40,131
-0.5%
0.88%
-2.9%
Q2 2017$3,953,000
+4.4%
40,339
+0.0%
0.90%
-1.6%
Q1 2017$3,788,000
-1.6%
40,338
-1.8%
0.92%
-4.7%
Q4 2016$3,848,000
+7.5%
41,072
-1.5%
0.96%
+1.3%
Q3 2016$3,579,000
-2.3%
41,713
-0.5%
0.95%
-3.1%
Q2 2016$3,665,000
+4.6%
41,911
-1.0%
0.98%
+0.9%
Q1 2016$3,503,000
+10.6%
42,328
+1.1%
0.97%
+1.5%
Q4 2015$3,168,000
-5.1%
41,865
-0.6%
0.96%
-1.6%
Q3 2015$3,340,000
-5.6%
42,098
+1.4%
0.97%
-0.3%
Q2 2015$3,538,000
-1.4%
41,537
-1.5%
0.98%
-0.5%
Q1 2015$3,587,000
+1.8%
42,176
-0.5%
0.98%
-2.8%
Q4 2014$3,525,000
+1.1%
42,407
-4.3%
1.01%
-4.1%
Q3 2014$3,485,000
-4.8%
44,297
-1.7%
1.05%
-3.7%
Q2 2014$3,662,000
-1.0%
45,081
-4.9%
1.09%
-5.9%
Q1 2014$3,698,000
+2.9%
47,407
-0.1%
1.16%
-2.5%
Q4 2013$3,595,000
+6.1%
47,453
-1.7%
1.19%
-0.6%
Q3 2013$3,387,000
-1.8%
48,297
-0.8%
1.20%
-4.4%
Q2 2013$3,448,00048,6871.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
VISTA CAPITAL PARTNERS, INC. 1,193,693$99,506,00031.24%
Cable Hill Partners, LLC 374,762$31,484,00023.73%
PROVIDA PENSION FUND ADMINISTRATOR 9,688,696$807,650,00017.73%
INR ADVISORY SERVICES LLC 1,079,157$89,959,00017.60%
MISSION WEALTH MANAGEMENT, LP 444,660$37,218,00012.73%
Cornerstone Management, Inc. 211,998$17,672,15312.63%
IBBOTSON ASSOCIATES INC 216,085$18,013,00012.13%
Strategic Income Management, LLC 228,318$19,072,00011.10%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 6,283,013$523,752,00010.73%
Garde Capital, Inc. 422,268$35,200,00010.58%
View complete list of VANGUARD INDEX FDS shareholders