TIEDEMANN ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,622 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.91 and the average weighting 1.6%.

Quarter-by-quarter ownership
TIEDEMANN ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,422,359
-2.7%
32,063
+0.2%
0.19%
-1.6%
Q2 2023$4,544,958
+10.9%
31,984
+7.8%
0.19%
+3.8%
Q1 2023$4,099,504
+62.7%
29,683
+65.3%
0.19%
+53.7%
Q4 2022$2,520,102
+71.8%
17,953
+51.3%
0.12%
+36.0%
Q3 2022$1,467,000
-6.3%
11,868
-0.1%
0.09%
-24.6%
Q2 2022$1,566,000
-18.1%
11,880
-8.2%
0.12%
+21.6%
Q1 2022$1,913,000
-0.4%
12,937
-0.9%
0.10%
+3.2%
Q4 2021$1,920,000
+9.7%
13,050
+1.0%
0.09%
+1.1%
Q3 2021$1,750,000
-48.0%
12,923
-47.2%
0.09%
-31.1%
Q2 2021$3,364,000
+9.3%
24,480
+4.5%
0.14%0.0%
Q1 2021$3,078,000
+5.1%
23,423
-4.9%
0.14%
-4.9%
Q4 2020$2,930,000
+13.9%
24,625
+0.0%
0.14%
+14.5%
Q3 2020$2,573,000
+0.8%
24,624
-4.0%
0.12%
-8.8%
Q2 2020$2,553,000
+11.8%
25,641
+0.0%
0.14%
-8.1%
Q1 2020$2,284,000
+0.1%
25,640
+34.7%
0.15%
+35.8%
Q4 2019$2,281,000
-17.1%
19,041
-22.7%
0.11%
-17.4%
Q3 2019$2,752,000
+31.9%
24,640
+31.8%
0.13%
+25.7%
Q2 2019$2,087,000
-9.3%
18,688
-12.0%
0.10%
-2.8%
Q1 2019$2,302,000
+10.7%
21,242
+0.1%
0.11%
+1.9%
Q4 2018$2,079,000
-7.6%
21,219
+5.0%
0.11%
-20.3%
Q3 2018$2,251,000
+76.3%
20,213
+64.2%
0.13%
+62.2%
Q2 2018$1,277,000
+0.3%
12,308
-0.2%
0.08%
-5.7%
Q1 2018$1,273,000
-2.8%
12,333
+0.2%
0.09%
-13.0%
Q4 2017$1,309,000
-4.8%
12,307
-19.1%
0.10%
-19.4%
Q3 2017$1,375,000
+8.5%
15,222
+16.0%
0.12%
+34.8%
Q2 2017$1,267,000
+60.8%
13,126
+58.8%
0.09%
+39.4%
Q1 2017$788,000
-9.0%
8,266
-11.2%
0.07%
-23.3%
Q4 2016$866,0009,3110.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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