Coe Capital Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,286 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.47 and the average weighting 1.2%.

Quarter-by-quarter ownership
Coe Capital Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2021$572,000
+11.9%
4,160
+6.9%
0.54%
+5.1%
Q1 2021$511,000
+15.9%
3,890
+5.0%
0.51%
+6.4%
Q4 2020$441,000
+14.0%
3,7050.0%0.48%
-7.3%
Q3 2020$387,000
+1.3%
3,705
-3.4%
0.52%
-8.5%
Q2 2020$382,000
+10.1%
3,835
-1.7%
0.57%
-2.1%
Q1 2020$347,000
-25.7%
3,9000.0%0.58%
-2.8%
Q4 2019$467,000
-19.9%
3,900
-25.3%
0.60%
-7.6%
Q3 2019$583,000
-2.8%
5,220
-3.4%
0.65%
-2.7%
Q2 2019$600,000
-0.8%
5,405
-3.8%
0.66%
-5.5%
Q1 2019$605,000
+14.8%
5,620
+4.5%
0.70%
+8.7%
Q4 2018$527,000
-11.4%
5,3800.0%0.65%
+10.2%
Q3 2018$595,000
+30.8%
5,380
+22.7%
0.59%
+16.0%
Q2 2018$455,000
+0.9%
4,385
+0.3%
0.51%
+3.5%
Q1 2018$451,000
-3.4%
4,370
-0.6%
0.49%
-0.8%
Q4 2017$467,000
+6.4%
4,3950.0%0.49%
+8.1%
Q3 2017$439,000
+2.3%
4,395
-1.1%
0.46%
-6.6%
Q2 2017$429,0000.0%4,445
-1.2%
0.49%
-5.6%
Q1 2017$429,000
+4.6%
4,500
+2.0%
0.52%
-2.1%
Q4 2016$410,000
-99.9%
4,4100.0%0.53%
+325.8%
Q3 2016$384,000,000
+2.4%
4,4100.0%0.12%
-3.9%
Q2 2016$375,000,000
+7.1%
4,410
+3.9%
0.13%
+15.2%
Q1 2016$350,000,000
-3.8%
4,245
-4.8%
0.11%
-22.8%
Q4 2015$364,000,000
+13.0%
4,460
+6.3%
0.14%
+21.8%
Q3 2015$322,000,000
-6.9%
4,195
+1.2%
0.12%
-5.6%
Q2 2015$346,000,000
+6.8%
4,145
+7.0%
0.13%
-3.8%
Q1 2015$324,000,000
-18.0%
3,875
-17.2%
0.13%
+4.0%
Q4 2014$395,000,000
+3.9%
4,6800.0%0.13%
-10.6%
Q3 2014$380,000,000
+100163.9%
4,6800.0%0.14%
+3.7%
Q2 2014$379,000
+3.0%
4,680
-0.5%
0.14%
+27.1%
Q1 2014$368,000
+2.5%
4,7050.0%0.11%
-14.4%
Q4 2013$359,000
-1.4%
4,705
-12.6%
0.12%
-10.7%
Q2 2013$364,0005,3850.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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