Ballentine Partners, 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
Ballentine Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,458,181
-17.4%
25,072
-14.9%
0.08%
-15.6%
Q2 2023$4,184,703
+2.4%
29,449
-0.4%
0.10%
-6.8%
Q1 2023$4,085,156
-1.2%
29,579
+0.4%
0.10%
-16.3%
Q4 2022$4,133,756
-30.2%
29,449
-38.6%
0.12%
-40.0%
Q3 2022$5,926,000
-18.3%
47,993
-12.7%
0.20%
-19.9%
Q2 2022$7,249,000
+81.1%
54,967
+103.0%
0.26%
+104.8%
Q1 2022$4,002,000
+0.5%
27,0810.0%0.12%
+5.0%
Q4 2021$3,984,000
+8.7%
27,0810.0%0.12%
-4.0%
Q3 2021$3,666,000
-3.3%
27,081
-1.8%
0.12%
-5.3%
Q2 2021$3,790,000
+4.5%
27,574
-0.0%
0.13%
-2.2%
Q1 2021$3,626,000
+14.6%
27,581
+3.7%
0.13%
+7.2%
Q4 2020$3,163,000
+13.7%
26,592
-0.1%
0.12%
+1.6%
Q3 2020$2,781,000
+0.2%
26,607
-4.5%
0.12%
-7.5%
Q2 2020$2,775,000
+10.3%
27,867
-1.3%
0.13%
-8.9%
Q1 2020$2,516,000
-26.1%
28,247
-0.5%
0.15%
-5.2%
Q4 2019$3,403,000
+7.4%
28,3940.0%0.15%
+3.4%
Q3 2019$3,169,000
-5.1%
28,394
-5.7%
0.15%
-6.9%
Q2 2019$3,338,000
+3.1%
30,0950.0%0.16%
-4.8%
Q1 2019$3,239,000
+16.9%
30,095
+6.4%
0.17%
+5.0%
Q4 2018$2,770,000
-11.5%
28,2780.0%0.16%
-1.8%
Q3 2018$3,130,000
+5.0%
28,278
-1.5%
0.16%
-1.2%
Q2 2018$2,980,000
+0.6%
28,7030.0%0.16%
-0.6%
Q1 2018$2,962,000
-2.9%
28,7030.0%0.17%
-0.6%
Q4 2017$3,052,000
+6.5%
28,7030.0%0.17%
+5.7%
Q3 2017$2,866,000
+1.7%
28,703
-0.2%
0.16%
-23.3%
Q2 2017$2,819,000
+9.8%
28,762
+6.8%
0.21%
+13.2%
Q1 2017$2,568,000
+1.2%
26,927
-1.3%
0.18%
-7.1%
Q4 2016$2,537,000
+2.5%
27,276
-4.1%
0.20%
-2.5%
Q3 2016$2,474,000
+0.4%
28,437
-1.9%
0.20%
-3.4%
Q2 2016$2,464,000
+3.2%
28,9860.0%0.21%
-1.0%
Q1 2016$2,388,000
+1.0%
28,986
-0.1%
0.21%
-8.7%
Q4 2015$2,365,000
+2.9%
29,012
-3.1%
0.23%
-4.6%
Q3 2015$2,298,000
-21.3%
29,937
-14.6%
0.24%
-15.1%
Q2 2015$2,921,000
-1.7%
35,040
-1.4%
0.28%
-2.7%
Q1 2015$2,973,000
-8.6%
35,520
-7.7%
0.29%
-22.3%
Q4 2014$3,252,000
+2.3%
38,485
-1.7%
0.38%
-0.3%
Q3 2014$3,179,000
+0.3%
39,1470.0%0.38%
+0.5%
Q2 2014$3,169,000
+3.6%
39,1470.0%0.38%
+4.7%
Q1 2014$3,058,000
+2.3%
39,1470.0%0.36%
+6.5%
Q4 2013$2,990,000
+9.4%
39,1470.0%0.34%
+0.3%
Q3 2013$2,732,000
+3.2%
39,1470.0%0.34%
-5.9%
Q2 2013$2,647,00039,1470.36%
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