Summit Asset Management, LLC - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,779 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.

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Quarter-by-quarter ownership
Summit Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$354,204
-14.9%
2,568
-12.3%
0.10%
-12.7%
Q2 2023$416,069
+2.9%
2,9280.0%0.11%
-0.9%
Q1 2023$404,386
-1.6%
2,9280.0%0.11%
-6.7%
Q4 2022$411,003
+13.5%
2,928
-0.1%
0.12%
+1.7%
Q3 2022$362,000
-4.2%
2,932
+2.2%
0.12%0.0%
Q2 2022$378,000
-10.8%
2,8690.0%0.12%
-4.1%
Q1 2022$424,000
+24.7%
2,869
+24.0%
0.12%
+27.1%
Q4 2021$340,000
+8.6%
2,3130.0%0.10%
-2.0%
Q3 2021$313,000
-1.6%
2,3130.0%0.10%
-2.0%
Q2 2021$318,000
+4.6%
2,3130.0%0.10%
-2.9%
Q1 2021$304,000
+10.5%
2,3130.0%0.10%
+3.0%
Q4 2020$275,000
+13.6%
2,3130.0%0.10%0.0%
Q3 2020$242,000
+4.3%
2,313
-0.8%
0.10%
-5.7%
Q2 2020$232,000
+11.5%
2,3310.0%0.11%
-5.4%
Q1 2020$208,000
-25.4%
2,3310.0%0.11%
-5.9%
Q4 2019$279,000
+8.1%
2,331
+0.8%
0.12%
-0.8%
Q3 2019$258,000
+0.4%
2,3130.0%0.12%
-1.6%
Q2 2019$257,000
+3.2%
2,3130.0%0.12%
-0.8%
Q1 2019$249,000
+9.7%
2,3130.0%0.12%
-3.9%
Q4 2018$227,000–2,313–0.13%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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