CAPTRUST FINANCIAL ADVISORS - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,744 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.7%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$646,333,449
+0.8%
4,685,953
+3.8%
2.47%
-2.3%
Q2 2023$641,225,492
+8.7%
4,512,495
+5.6%
2.53%
-2.5%
Q1 2023$589,980,550
+12.1%
4,271,816
+14.0%
2.59%
-2.1%
Q4 2022$526,160,149
+22.0%
3,748,380
+7.3%
2.65%
+5.5%
Q3 2022$431,267,000
+5.0%
3,492,605
+12.1%
2.51%
-5.2%
Q2 2022$410,739,000
+4.7%
3,114,490
+17.4%
2.65%
+4.4%
Q1 2022$392,119,000
+15.3%
2,653,399
+14.7%
2.54%
+8.8%
Q4 2021$340,232,000
+15.9%
2,312,772
+6.6%
2.33%
-4.4%
Q3 2021$293,627,000
+23.6%
2,169,072
+25.5%
2.44%
+10.3%
Q2 2021$237,504,000
+23.5%
1,727,804
+18.1%
2.21%
+6.2%
Q1 2021$192,348,000
+2742.4%
1,463,170
+2472.2%
2.08%
+2213.3%
Q4 2020$6,767,000
+85.2%
56,884
+62.8%
0.09%
+47.5%
Q3 2020$3,654,000
-39.0%
34,940
-41.9%
0.06%
-38.4%
Q2 2020$5,987,000
-87.1%
60,141
-88.9%
0.10%
-90.3%
Q1 2020$46,237,000
-40.6%
542,498
-16.0%
1.02%
-17.0%
Q4 2019$77,830,000
+15.2%
646,215
+6.8%
1.23%
-48.3%
Q3 2019$67,562,000
+0.9%
605,285
+0.9%
2.37%
-4.2%
Q2 2019$66,985,000
+11.5%
600,130
+8.2%
2.48%
+1.6%
Q1 2019$60,090,000
+3015.1%
554,516
+2716.2%
2.44%
+2245.2%
Q4 2018$1,929,000
+22.2%
19,690
+39.1%
0.10%
+46.5%
Q3 2018$1,578,000
+9.6%
14,160
+2.1%
0.07%
-11.2%
Q2 2018$1,440,000
+1.8%
13,865
-1.0%
0.08%
-8.0%
Q1 2018$1,414,000
+10.5%
14,011
+16.4%
0.09%
+13.0%
Q4 2017$1,280,000
-47.0%
12,035
-48.9%
0.08%
-25.2%
Q3 2017$2,414,000
+129.7%
23,557
+116.5%
0.10%
-21.4%
Q2 2017$1,051,000
-21.0%
10,880
-22.0%
0.13%
-3.0%
Q1 2017$1,331,000
+10.5%
13,955
+7.8%
0.14%
+23.9%
Q4 2016$1,204,000
+389.4%
12,947
+347.2%
0.11%
+289.3%
Q3 2016$246,000
-66.9%
2,895
-67.9%
0.03%
-64.6%
Q1 2016$744,000
-46.2%
9,032
-46.8%
0.08%
-46.6%
Q4 2015$1,383,000
+113.4%
16,963
+100.9%
0.15%
+70.1%
Q3 2015$648,000
+19.6%
8,442
+29.9%
0.09%
+2.4%
Q2 2015$542,000
-99.9%
6,499
+42.3%
0.08%
+23.2%
Q1 2015$382,174,000
+98653.0%
4,566
-0.4%
0.07%
-8.0%
Q4 2014$387,000
-27.7%
4,584
-30.4%
0.08%
-49.3%
Q3 2014$535,000
-1.8%
6,584
-2.2%
0.15%
+18.4%
Q2 2014$545,000
-44.3%
6,735
-46.5%
0.12%
-38.1%
Q1 2014$978,000
+170.2%
12,596
+166.1%
0.20%
+225.8%
Q4 2013$362,000
+13.1%
4,734
+3.3%
0.06%
-26.2%
Q3 2013$320,0000.0%4,584
-3.1%
0.08%
-14.3%
Q2 2013$320,0004,7320.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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