Montecito Bank & Trust - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 650 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.6%.

Quarter-by-quarter ownership
Montecito Bank & Trust ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$690,893
-10.5%
4,202
-22.0%
0.15%
-17.7%
Q3 2023$771,832
-3.8%
5,385
-0.1%
0.18%
-0.5%
Q2 2023$802,045
+11.0%
5,389
+4.5%
0.18%
+5.8%
Q1 2023$722,731
+100840.1%
5,155
-4.4%
0.17%
-1.1%
Q4 2022$716
-99.9%
5,391
-20.2%
0.17%
-22.0%
Q3 2022$858,000
+1.5%
6,753
+4.8%
0.22%
+10.9%
Q2 2022$845,000
-1.5%
6,445
+24.4%
0.20%
+24.8%
Q1 2022$858,000
-50.1%
5,179
-44.9%
0.16%
-47.2%
Q4 2021$1,719,000
+27.8%
9,397
+27.4%
0.30%
+16.9%
Q3 2021$1,345,000
+149.5%
7,376
+158.0%
0.26%
+153.4%
Q2 2021$539,000
+139.6%
2,859
+124.6%
0.10%
+119.1%
Q1 2021$225,000
+9.8%
1,273
-26.5%
0.05%
-16.1%
Q2 2020$205,000
+35.8%
1,732
+10.5%
0.06%
+5.7%
Q4 2016$151,0001,5670.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Merriman Wealth Management, LLC 108,127$8,904,0009.22%
Van Cleef Asset Management,Inc 224,236$19,056,0008.34%
New England Private Wealth Advisors LLC 216,235$18,381,0007.72%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 259,712$22,070,0004.26%
GOULD ASSET MANAGEMENT LLC /CA/ 82,764$7,033,0003.73%
VICUS CAPITAL 116,953$9,939,0003.37%
Focused Wealth Management, Inc 44,618$3,792,0003.17%
WEST CHESTER CAPITAL ADVISORS, INC 34,142$2,901,0002.91%
FCG ADVISORS, LLC 46,422$3,945,0002.80%
COLDSTREAM CAPITAL MANAGEMENT INC 99,479$8,454,0002.74%
View complete list of VANGUARD INDEX FDS shareholders