Baker Ellis Asset Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,744 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.7%.

Quarter-by-quarter ownership
Baker Ellis Asset Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$571,030
-3.3%
4,140
-0.4%
0.10%
+3.0%
Q2 2023$590,426
+2.9%
4,1550.0%0.10%
-2.9%
Q1 2023$573,847
-1.6%
4,1550.0%0.10%
-8.8%
Q4 2022$583,237
+402.8%
4,155
+219.1%
0.11%
+169.0%
Q1 2020$116,000
-25.6%
1,3020.0%0.04%
-2.3%
Q4 2019$156,000
-11.4%
1,302
-17.5%
0.04%
-8.5%
Q3 2019$176,000
+0.6%
1,5780.0%0.05%
+2.2%
Q2 2019$175,000
+2.9%
1,5780.0%0.05%
-2.1%
Q1 2019$170,000
+36.0%
1,578
+23.5%
0.05%
+23.7%
Q4 2018$125,000
-11.3%
1,2780.0%0.04%
+5.6%
Q3 2018$141,000
+6.0%
1,2780.0%0.04%
+2.9%
Q2 2018$133,000
-31.1%
1,278
-31.6%
0.04%
-31.4%
Q1 2018$193,000
+1.0%
1,869
+4.2%
0.05%
+6.2%
Q4 2017$191,000
+6.7%
1,794
+0.2%
0.05%
+2.1%
Q3 2017$179,000
+3.5%
1,791
+0.2%
0.05%0.0%
Q2 2017$173,000
+1.8%
1,787
+0.1%
0.05%
-4.1%
Q1 2017$170,000
+2.4%
1,785
+0.2%
0.05%0.0%
Q4 2016$166,000
-4.0%
1,782
-10.5%
0.05%
-5.8%
Q3 2016$173,000
+2.4%
1,991
+0.2%
0.05%
-1.9%
Q2 2016$169,0001,9870.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Peninsula Wealth, LLC 458,742$54,980,00025.45%
Permanens Capital L.P. 834,780$100,048,00025.13%
VISTA CAPITAL PARTNERS, INC. 1,027,804$123,182,00023.06%
Cornerstone Management, Inc. 364,210$43,650,56918.51%
JONES FINANCIAL COMPANIES LLLP 75,825,475$9,087,684,00018.18%
Brickley Wealth Management 401,848$48,162,00017.55%
CAPITAL WEALTH MANAGEMENT, LLC 140,172$16,800,00017.14%
TL Private Wealth 155,748$18,760,00016.22%
CBIZ Investment Advisory Services, LLC 1,252,314$150,841,00016.02%
Cable Hill Partners, LLC 397,717$47,666,00014.35%
View complete list of VANGUARD INDEX FDS shareholders