B. Riley Wealth Advisors, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,316 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.45 and the average weighting 1.3%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$75,086,975
+24.7%
544,385
+28.4%
2.03%
+50.3%
Q2 2023$60,224,722
-5.8%
423,819
-8.4%
1.35%
-20.7%
Q1 2023$63,923,946
-4.0%
462,848
-2.4%
1.70%
-8.7%
Q4 2022$66,579,196
+14.2%
474,312
+0.5%
1.86%
+6.0%
Q3 2022$58,290,000
+180.0%
472,057
+199.0%
1.76%
+100.9%
Q2 2022$20,821,000
-15.6%
157,873
-5.4%
0.88%
+8.6%
Q1 2022$24,656,000
-9.4%
166,839
-9.8%
0.81%
+2.9%
Q4 2021$27,223,000
+8.4%
185,045
-0.3%
0.78%
-1.9%
Q3 2021$25,118,000
+1.4%
185,550
+3.0%
0.80%
-0.7%
Q2 2021$24,776,000
+13.5%
180,231
+8.5%
0.80%
+4.3%
Q1 2021$21,837,000
+11.0%
166,108
+0.4%
0.77%
-26.7%
Q4 2020$19,679,000
-3.5%
165,423
-15.6%
1.05%
-3.1%
Q3 2020$20,383,000
+22.9%
195,891
+17.6%
1.09%
-1.9%
Q2 2020$16,590,000
+17.0%
166,575
+4.7%
1.11%
-8.4%
Q1 2020$14,175,000
-18.1%
159,158
+10.2%
1.21%
-17.9%
Q4 2019$17,317,000
+17.0%
144,479
+8.9%
1.47%
+1.0%
Q3 2019$14,804,000
+4.1%
132,616
+3.5%
1.46%
-6.4%
Q2 2019$14,216,000
+7.1%
128,152
+3.9%
1.56%
-6.0%
Q1 2019$13,279,000
+9.2%
123,375
-0.6%
1.66%
-4.2%
Q4 2018$12,162,000
-11.5%
124,163
+0.0%
1.73%
+5.9%
Q3 2018$13,738,000
+22.4%
124,123
+14.8%
1.64%
+10.2%
Q2 2018$11,225,000
+11.6%
108,102
+11.0%
1.48%
+5.4%
Q1 2018$10,054,000
+2.5%
97,429
+5.6%
1.41%
+6.1%
Q4 2017$9,810,000
+36.2%
92,260
+27.9%
1.33%
+10.9%
Q3 2017$7,201,000
+69.0%
72,129
+63.5%
1.20%
+54.7%
Q2 2017$4,261,000
+7.6%
44,116
+6.2%
0.77%
-2.2%
Q1 2017$3,961,000
+5.1%
41,529
+2.5%
0.79%
+3.1%
Q4 2016$3,768,000
-0.4%
40,503
-6.9%
0.77%
+3.2%
Q3 2016$3,784,0000.0%43,484
-2.3%
0.74%
-2.1%
Q2 2016$3,784,000
+15.3%
44,516
+11.8%
0.76%
-0.1%
Q1 2016$3,282,000
+4.1%
39,835
+3.0%
0.76%
+19.0%
Q4 2015$3,153,000
+626.5%
38,669
+585.7%
0.64%
+513.5%
Q3 2015$434,000
+356.8%
5,639
+400.4%
0.10%
+5100.0%
Q4 2014$95,000
-99.9%
1,1270.0%0.00%
-90.5%
Q2 2014$91,231,0001,1270.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Saudi Central Bank 756,686$111,316,000100.00%
Permanens Capital L.P. 1,059,590$126,049,00026.53%
VISTA CAPITAL PARTNERS, INC. 1,029,045$122,415,00020.29%
Peninsula Wealth, LLC 426,094$50,688,00019.02%
Cornerstone Management, Inc. 462,881$55,064,32417.41%
Foster Group, Inc. 789,564$92,916,00017.19%
JONES FINANCIAL COMPANIES LLLP 75,927,528$9,032,339,00016.54%
CBIZ Investment Advisory Services, LLC 1,502,129$178,691,00016.54%
TL Private Wealth 211,915$26,099,00016.50%
Jacobsen Capital Management 230,886$27,466,00016.28%
View complete list of VANGUARD INDEX FDS shareholders