Homrich & Berg - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 343 filers reported holding VANGUARD INDEX FDS in Q4 2014. The put-call ratio across all filers is 0.13 and the average weighting 1.5%.

Quarter-by-quarter ownership
Homrich & Berg ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2021$3,839,000
-1.4%
28,359
+0.1%
0.09%
-5.5%
Q2 2021$3,893,000
+10.2%
28,318
+5.4%
0.09%0.0%
Q1 2021$3,533,000
+14.9%
26,879
+4.0%
0.09%
+4.6%
Q4 2020$3,074,000
+118.5%
25,842
+92.0%
0.09%
+81.2%
Q3 2020$1,407,000
+8.2%
13,462
+3.1%
0.05%
-7.7%
Q2 2020$1,300,000
+7.8%
13,055
-3.6%
0.05%
-23.5%
Q1 2020$1,206,000
-26.6%
13,547
-1.3%
0.07%
-10.5%
Q4 2019$1,644,000
+9.2%
13,721
+1.8%
0.08%
-2.6%
Q3 2019$1,505,000
+0.6%
13,4830.0%0.08%
-1.3%
Q2 2019$1,496,000
+53.0%
13,483
+48.4%
0.08%
+54.9%
Q1 2019$978,000
-19.5%
9,084
-26.8%
0.05%
-29.2%
Q4 2018$1,215,000
-7.8%
12,406
+4.2%
0.07%
-8.9%
Q3 2018$1,318,000
+35.3%
11,905
+26.9%
0.08%
+11.3%
Q2 2018$974,000
+20.2%
9,384
+19.5%
0.07%
+26.8%
Q1 2018$810,000
+4.7%
7,852
+7.8%
0.06%
+5.7%
Q4 2017$774,000
+39.0%
7,283
+30.6%
0.05%
+20.5%
Q3 2017$557,000
+3.5%
5,577
+0.0%
0.04%
-6.4%
Q2 2017$538,000
+1.7%
5,576
+0.6%
0.05%
+2.2%
Q1 2017$529,000
+2.5%
5,544
+0.0%
0.05%
-2.1%
Q4 2016$516,000
+8.9%
5,543
+1.7%
0.05%
+9.3%
Q3 2016$474,000
+2.4%
5,4500.0%0.04%
-2.3%
Q2 2016$463,000
+2.4%
5,450
-0.7%
0.04%
-2.2%
Q1 2016$452,000
+1.8%
5,486
+0.7%
0.04%
+12.5%
Q4 2015$444,000
+6.2%
5,4500.0%0.04%
-9.1%
Q3 2015$418,000
-7.9%
5,4500.0%0.04%0.0%
Q2 2015$454,000
-0.4%
5,4500.0%0.04%
-2.2%
Q1 2015$456,000
-0.9%
5,4500.0%0.04%
-4.3%
Q4 2014$460,000
+3.8%
5,4500.0%0.05%
+4.4%
Q3 2014$443,000
+0.5%
5,4500.0%0.04%
-10.0%
Q2 2014$441,000
+3.5%
5,4500.0%0.05%
-9.1%
Q1 2014$426,000
+2.4%
5,4500.0%0.06%
-5.2%
Q4 2013$416,000
+13.0%
5,4500.0%0.06%
-13.4%
Q2 2013$368,0005,4500.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2014
NameSharesValueWeighting ↓
VISTA CAPITAL PARTNERS, INC. 1,152,956$107,236,00029.17%
Coyle Financial Counsel LLC 106,833$9,937,00021.42%
Horizon Investments, LLC 3,101,206$288,443,00019.88%
INR ADVISORY SERVICES LLC 1,201,125$111,717,00018.63%
FOUNDERS FINANCIAL SECURITIES LLC 452,957$42,130,00017.50%
Cornerstone Management, Inc. 309,132$28,752,36716.48%
EP Wealth Advisors, LLC 1,388,352$110,318,00016.12%
Permanens Capital L.P. 384,283$35,742,00015.09%
Cable Hill Partners, LLC 354,005$32,926,00014.88%
Garde Capital, Inc. 499,539$46,462,00013.37%
View complete list of VANGUARD INDEX FDS shareholders