Evercore Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,612 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.54 and the average weighting 1.4%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,457,644
-2.9%
10,5680.0%0.03%
-3.6%
Q2 2023$1,501,713
-7.7%
10,568
-10.3%
0.03%
-12.5%
Q1 2023$1,626,245
+5.5%
11,775
+7.2%
0.03%0.0%
Q4 2022$1,542,105
+8.5%
10,986
-4.5%
0.03%0.0%
Q3 2022$1,421,000
-6.2%
11,509
+0.2%
0.03%0.0%
Q2 2022$1,515,000
-10.8%
11,4880.0%0.03%
+6.7%
Q1 2022$1,698,000
+0.5%
11,4880.0%0.03%
+11.1%
Q4 2021$1,690,000
+0.1%
11,488
-7.9%
0.03%
-12.9%
Q3 2021$1,688,000
-1.5%
12,4700.0%0.03%0.0%
Q2 2021$1,714,000
+3.8%
12,470
-0.8%
0.03%
-6.1%
Q1 2021$1,652,000
+12.1%
12,570
+1.5%
0.03%
+3.1%
Q4 2020$1,474,000
+41.2%
12,390
+24.0%
0.03%
+23.1%
Q3 2020$1,044,000
+7.7%
9,994
+2.7%
0.03%0.0%
Q2 2020$969,000
+4.6%
9,729
-6.5%
0.03%
-16.1%
Q1 2020$926,000
-20.6%
10,402
+6.9%
0.03%0.0%
Q4 2019$1,166,000
+7.4%
9,7290.0%0.03%
-3.1%
Q3 2019$1,086,000
+51.0%
9,729
+50.1%
0.03%
+45.5%
Q2 2019$719,000
+6.2%
6,480
+3.0%
0.02%0.0%
Q1 2019$677,000
+20.7%
6,291
+9.8%
0.02%
+4.8%
Q4 2018$561,000
-10.1%
5,728
+1.7%
0.02%
+5.0%
Q3 2018$624,000
+6.7%
5,6350.0%0.02%0.0%
Q2 2018$585,000
+14.7%
5,635
+14.0%
0.02%
+5.3%
Q1 2018$510,000
-3.0%
4,9430.0%0.02%
-5.0%
Q4 2017$526,000
-0.2%
4,943
-6.4%
0.02%
-4.8%
Q3 2017$527,000
+3.3%
5,2820.0%0.02%
+5.0%
Q2 2017$510,000
+1.2%
5,2820.0%0.02%0.0%
Q1 2017$504,000
+2.6%
5,2820.0%0.02%0.0%
Q4 2016$491,000
+4.5%
5,282
-2.1%
0.02%
+5.3%
Q3 2016$470,000
-1.9%
5,398
-4.2%
0.02%
-9.5%
Q2 2016$479,000
+3.2%
5,6320.0%0.02%0.0%
Q1 2016$464,000
+1.1%
5,6320.0%0.02%0.0%
Q4 2015$459,000
+7550.0%
5,632
+6768.3%
0.02%
Q3 2015$6,000
-14.3%
820.0%0.00%
Q2 2015$7,0000.0%820.0%0.00%
Q1 2015$7,0000.0%820.0%0.00%
Q3 2014$7,0000.0%820.0%0.00%
Q2 2014$7,000
+16.7%
820.0%0.00%
Q1 2014$6,0000.0%820.0%0.00%
Q4 2013$6,0000.0%820.0%0.00%
Q3 2013$6,0000.0%820.0%0.00%
Q2 2013$6,000820.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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