BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 944 filers reported holding VANGUARD INDEX FDS in Q3 2017. The put-call ratio across all filers is 1.02 and the average weighting 2.4%.

Quarter-by-quarter ownership
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,218,171
-6.8%
33,982
-3.4%
1.94%
-5.2%
Q2 2023$7,747,304
+4.0%
35,170
-3.7%
2.05%
-8.2%
Q1 2023$7,451,744
+3.7%
36,510
-2.8%
2.23%
-5.1%
Q4 2022$7,183,121
-4.4%
37,571
-10.3%
2.35%
-12.4%
Q3 2022$7,515,000
-5.2%
41,871
-0.3%
2.69%
+0.9%
Q2 2022$7,925,000
-25.2%
42,014
-9.7%
2.66%
-11.3%
Q1 2022$10,589,000
-8.1%
46,512
-2.5%
3.00%
-0.1%
Q4 2021$11,517,000
-2.6%
47,700
-10.3%
3.00%
-13.1%
Q3 2021$11,825,000
-1.6%
53,194
-1.4%
3.46%
-1.5%
Q2 2021$12,021,000
+29.8%
53,948
+20.4%
3.51%
+24.4%
Q1 2021$9,262,000
+284.3%
44,812
+262.5%
2.82%
+239.4%
Q4 2020$2,410,000
+11.6%
12,362
-2.5%
0.83%
-6.0%
Q3 2020$2,160,000
+6.9%
12,681
-1.5%
0.88%
-5.9%
Q2 2020$2,020,000
+16.0%
12,874
-4.7%
0.94%
-3.1%
Q1 2020$1,742,000
-25.7%
13,512
-5.6%
0.97%
+2.6%
Q4 2019$2,343,000
+10.2%
14,319
+1.7%
0.94%
-3.5%
Q3 2019$2,126,000
-0.8%
14,078
-1.4%
0.98%
-1.1%
Q2 2019$2,143,000
+1.6%
14,275
-2.1%
0.99%
+0.3%
Q1 2019$2,110,000
+9.8%
14,580
-3.1%
0.99%
-2.5%
Q4 2018$1,921,000
+93.1%
15,049
+126.4%
1.01%
+137.3%
Q3 2018$995,000
+4.2%
6,647
-2.2%
0.43%
-1.8%
Q2 2018$955,000
-4.5%
6,797
-7.8%
0.43%
-1.1%
Q1 2018$1,000,000
+0.3%
7,371
+1.4%
0.44%
-2.0%
Q4 2017$997,000
-1.4%
7,270
-6.8%
0.45%
-7.2%
Q3 2017$1,011,000
-2.3%
7,802
-6.2%
0.48%
-5.8%
Q2 2017$1,035,000
+2.9%
8,314
+0.3%
0.51%
-6.6%
Q1 2017$1,006,000
+2.1%
8,289
-2.9%
0.55%
-8.5%
Q4 2016$985,000
+2.4%
8,538
-1.1%
0.60%
+7.1%
Q3 2016$962,000
-8.3%
8,637
-11.7%
0.56%
-17.2%
Q2 2016$1,049,000
+2.2%
9,7860.0%0.68%
-3.3%
Q1 2016$1,026,000
+0.5%
9,786
+0.0%
0.70%
+0.9%
Q4 2015$1,021,000
-3.7%
9,785
-8.8%
0.69%
-5.1%
Q3 2015$1,060,000
-8.6%
10,735
-0.9%
0.73%
+4.3%
Q2 2015$1,160,000
-1.5%
10,835
-1.4%
0.70%
-0.8%
Q1 2015$1,178,000
+1.2%
10,9850.0%0.71%
+4.3%
Q4 2014$1,164,000
+4.7%
10,9850.0%0.68%
+1.5%
Q3 2014$1,112,000
+0.8%
10,985
+1.4%
0.67%
+0.2%
Q2 2014$1,103,000
+23.9%
10,835
+18.6%
0.67%
+10.4%
Q1 2014$890,000
+1.6%
9,1350.0%0.60%
-10.3%
Q4 2013$876,000
+5.9%
9,135
-3.2%
0.67%
-18.6%
Q3 2013$827,000
+0.2%
9,435
-5.5%
0.83%
+13.2%
Q2 2013$825,0009,9850.73%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2017
NameSharesValueWeighting ↓
Rainwater Charitable Foundation 650,539$126,621,00093.39%
Adventist Health System/ West 2,556,317$497,562,00077.45%
VIEWPOINT INVESTMENT PARTNERS CORP 443,546$69,428,00064.79%
PFM Asset Management LLC 13,185,931$2,566,510,00063.95%
Ebor Charitable Trust 350,250$68,173,00063.27%
AEGON USA Investment Management, LLC 987,240$192,156,00058.35%
Gibson Capital, LLC 964,743$187,777,00055.29%
Avalon Advisory Group 525,718$102,326,00051.07%
Cabot-Wellington, LLC 513,194$99,888,00050.81%
Beacon Wealthcare, Inc 437,612$85,177,00049.55%
View complete list of VANGUARD INDEX FDS shareholders