J.P. Morgan Private Wealth Advisors 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
J.P. Morgan Private Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$168,868,625
-1.7%
1,224,307
+1.2%
0.48%
-46.0%
Q2 2023$171,870,534
-13.6%
1,209,504
-16.0%
0.89%
+111.4%
Q1 2023$198,828,957
-7.7%
1,439,642
-6.2%
0.42%
-12.3%
Q4 2022$215,484,514
+33.6%
1,535,118
+17.5%
0.48%
+14.0%
Q3 2022$161,336,000
-1.3%
1,306,576
+5.4%
0.42%
+1.0%
Q2 2022$163,448,000
-1.8%
1,239,371
+10.0%
0.42%
+16.1%
Q1 2022$166,462,000
+24.0%
1,126,418
+23.5%
0.36%
+24.6%
Q4 2021$134,225,000
+15.3%
912,414
+6.1%
0.29%
+1.4%
Q3 2021$116,431,000
+5.8%
860,097
+7.4%
0.28%0.0%
Q2 2021$110,082,000
+43.9%
800,833
+37.7%
0.28%
+14.9%
Q1 2021$76,474,000
-20.8%
581,726
-28.3%
0.25%
-20.8%
Q4 2020$96,527,000
+38.3%
811,424
+21.5%
0.31%
+15.1%
Q3 2020$69,810,000
+14.5%
667,976
+9.2%
0.27%
-2.2%
Q2 2020$60,945,000
+6.4%
611,955
-4.9%
0.28%
-14.5%
Q1 2020$57,299,000
-34.1%
643,377
-11.3%
0.32%
-17.7%
Q4 2019$86,894,000
+26.1%
725,020
+17.5%
0.40%
+10.0%
Q3 2019$68,898,000
+10.6%
617,258
+9.9%
0.36%
+5.3%
Q2 2019$62,290,000
+1.6%
561,572
-1.4%
0.34%
+6.6%
Q1 2019$61,307,000
-22.0%
569,613
-29.0%
0.32%
-32.9%
Q4 2018$78,558,000
+77.2%
802,026
+100.3%
0.48%
+120.8%
Q3 2018$44,325,000
+16.0%
400,479
+8.8%
0.22%
+0.9%
Q2 2018$38,218,000
+232.6%
368,084
+230.6%
0.21%
+174.4%
Q1 2018$11,489,000
-89.1%
111,351
-88.8%
0.08%
-88.8%
Q4 2017$105,836,000
+8.4%
995,450
+1.8%
0.70%
-0.9%
Q3 2017$97,636,000
+3.9%
978,125
+0.5%
0.70%
-1.4%
Q2 2017$93,932,000
+3.8%
972,790
+2.5%
0.71%
+1.7%
Q1 2017$90,482,000
+4.4%
948,743
+1.8%
0.70%
-7.0%
Q4 2016$86,685,000
+77.2%
932,001
+65.8%
0.75%
+65.4%
Q3 2016$48,908,000
-0.7%
562,158
-3.0%
0.46%
-4.6%
Q2 2016$49,263,000
+1094.0%
579,625
+1057.3%
0.48%
+1125.6%
Q1 2016$4,126,000
+2.6%
50,086
+1.5%
0.04%
-4.9%
Q4 2015$4,022,000
+73.0%
49,334
+62.8%
0.04%
+41.4%
Q3 2015$2,325,000
-22.4%
30,299
-15.7%
0.03%
-14.7%
Q2 2015$2,995,000
-0.1%
35,942
+0.4%
0.03%0.0%
Q1 2015$2,997,000
+8.5%
35,815
+9.6%
0.03%
+3.0%
Q4 2014$2,762,000
-5.2%
32,692
-8.9%
0.03%
-10.8%
Q3 2014$2,914,000
+18.4%
35,882
+18.0%
0.04%
-11.9%
Q2 2014$2,461,000
+7.0%
30,405
+3.3%
0.04%0.0%
Q1 2014$2,299,0000.0%29,432
-2.2%
0.04%
-8.7%
Q4 2013$2,299,000
+9.1%
30,095
-0.3%
0.05%
-4.2%
Q3 2013$2,107,000
-20.6%
30,195
-23.1%
0.05%
-26.2%
Q2 2013$2,653,00039,2430.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Trustees of Dartmouth College 1,440,950$198,750,23489.97%
Permanens Capital L.P. 1,776,945$245,094,02441.90%
Employees' Retirement Fund of the City of Fort Worth 928,774$128,105,79728.22%
Pacific Life Fund Advisors LLC 1,892,409$261,019,97327.63%
Saudi Central Bank 756,686$104,36926.69%
Safeguard Financial, LLC 388,806$53,628,07625.87%
Thrive Wealth Management, LLC 655,367$90,394,80824.05%
Dougherty Wealth Advisers LLC 149,922$20,678,74123.94%
Brickley Wealth Management 630,698$86,992,15023.21%
NorthLanding Financial Partners, LLC 128,468$17,719,64322.71%
View complete list of VANGUARD INDEX FDS shareholders