PATHSTONE FAMILY OFFICE, 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
PATHSTONE FAMILY OFFICE, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$13,435,468
+21.6%
97,407
+25.3%
0.10%
-38.2%
Q2 2023$11,050,082
-17.8%
77,762
-20.1%
0.16%
-24.3%
Q1 2023$13,438,311
-54.2%
97,302
-49.7%
0.22%
-12.8%
Q4 2022$29,352,872
-83.6%
193,422
-86.7%
0.25%
-84.5%
Q3 2022$179,117,327
+272.0%
1,450,576
+297.3%
1.62%
+52.5%
Q2 2022$48,147,888
+882.0%
365,086
+1000.5%
1.06%
+829.8%
Q1 2022$4,903,000
-2.3%
33,175
-2.0%
0.11%
-8.8%
Q4 2021$5,017,000
+16.9%
33,855
+6.8%
0.12%0.0%
Q3 2021$4,290,000
-20.5%
31,690
-19.3%
0.12%
-22.8%
Q2 2021$5,398,000
+11.6%
39,270
+6.7%
0.16%
-0.6%
Q1 2021$4,837,000
+43.3%
36,796
+29.7%
0.16%
+17.3%
Q4 2020$3,376,000
+29.3%
28,371
+13.6%
0.14%
-51.1%
Q3 2020$2,610,000
-8.7%
24,971
-13.0%
0.28%
-16.2%
Q2 2020$2,860,000
+30.2%
28,717
+16.4%
0.34%
+8.7%
Q1 2020$2,197,000
+732.2%
24,669
+11113.2%
0.31%
+10300.0%
Q4 2019$264,000
+956.0%
2200.0%0.00%0.0%
Q3 2019$25,000
+4.2%
2200.0%0.00%0.0%
Q2 2019$24,0000.0%2200.0%0.00%0.0%
Q1 2019$24,0002200.00%
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