Plante Moran Financial Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 931 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 0.47 and the average weighting 1.2%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$409,100
-39.4%
2,966
-37.5%
0.05%
-38.8%
Q2 2023$674,691
-40.3%
4,748
-42.0%
0.08%
-48.1%
Q1 2023$1,130,307
+64.5%
8,184
+67.2%
0.15%
+54.0%
Q4 2022$687,252
+7.2%
4,896
-5.6%
0.10%
-9.1%
Q3 2022$641,000
+14.9%
5,189
+22.6%
0.11%
+18.3%
Q2 2022$558,000
-10.9%
4,234
-0.1%
0.09%
-20.5%
Q1 2022$626,000
-22.6%
4,238
-22.9%
0.12%
-11.4%
Q4 2021$809,000
+40.2%
5,500
+29.1%
0.13%
+3.1%
Q3 2021$577,000
-18.0%
4,260
-16.8%
0.13%
-25.1%
Q2 2021$704,000
+20.1%
5,120
+14.9%
0.17%
+6.9%
Q1 2021$586,000
+1.7%
4,456
-7.9%
0.16%
-10.1%
Q4 2020$576,000
+11.0%
4,838
-2.6%
0.18%
-2.2%
Q3 2020$519,000
+66.9%
4,968
+59.1%
0.18%
+46.8%
Q2 2020$311,000
+32.3%
3,123
+18.1%
0.12%
+14.8%
Q1 2020$235,000
-41.4%
2,644
-20.9%
0.11%
-22.9%
Q4 2019$401,000
-17.7%
3,344
-23.3%
0.14%
-1.4%
Q3 2019$487,000
+0.6%
4,3610.0%0.14%
-4.1%
Q2 2019$484,000
+6.8%
4,361
+3.7%
0.15%
+5.7%
Q1 2019$453,000
-13.5%
4,206
-21.4%
0.14%
-23.1%
Q4 2018$524,000
+55.0%
5,349
+74.9%
0.18%
+65.5%
Q3 2018$338,000
+6.6%
3,0580.0%0.11%
-31.7%
Q2 2018$317,000
-3.6%
3,058
-4.1%
0.16%
-10.1%
Q1 2018$329,000
-3.8%
3,188
-0.8%
0.18%
-5.3%
Q4 2017$342,000
+6.5%
3,2150.0%0.19%
-1.0%
Q3 2017$321,000
+34.3%
3,215
+29.9%
0.19%
+28.2%
Q2 2017$239,000
+35.0%
2,475
+33.1%
0.15%
+39.3%
Q1 2017$177,000
-0.6%
1,859
-3.1%
0.11%
-3.6%
Q4 2016$178,000
+9.9%
1,919
+3.2%
0.11%
+1.8%
Q3 2016$162,000
+45.9%
1,859
+42.8%
0.11%
+36.2%
Q2 2016$111,000
+3.7%
1,3020.0%0.08%
-2.4%
Q1 2016$107,000
+0.9%
1,3020.0%0.08%
+2.5%
Q4 2015$106,000
+6.0%
1,3020.0%0.08%
+1.3%
Q3 2015$100,000
+8.7%
1,302
+18.1%
0.08%
+19.7%
Q2 2015$92,0000.0%1,1020.0%0.07%
+3.1%
Q1 2015$92,000
-1.1%
1,1020.0%0.06%
-5.9%
Q4 2014$93,000
+4.5%
1,1020.0%0.07%
-12.8%
Q3 2014$89,0000.0%1,1020.0%0.08%
-2.5%
Q2 2014$89,000
+3.5%
1,1020.0%0.08%
-14.9%
Q1 2014$86,000
-23.2%
1,102
-24.6%
0.09%
+49.2%
Q4 2013$112,000
+45.5%
1,462
+32.7%
0.06%
+34.0%
Q3 2013$77,000
+4.1%
1,1020.0%0.05%
-14.5%
Q2 2013$74,0001,1020.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2019
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