Atria Investments, Inc - VANGUARD INDEX FDS ownership

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%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$43,619,736
+7.6%
316,245
+10.9%
0.78%
+6.1%
Q2 2023$40,532,860
-13.2%
285,242
-15.7%
0.73%
-17.2%
Q1 2023$46,711,411
-5.7%
338,219
-4.1%
0.88%
-12.9%
Q4 2022$49,530,830
+9.1%
352,859
-4.0%
1.02%
+1.3%
Q3 2022$45,390,000
-8.0%
367,590
-1.7%
1.00%
-3.1%
Q2 2022$49,324,000
-34.1%
374,005
-26.2%
1.03%
-21.1%
Q1 2022$74,900,000
+11.1%
506,837
+10.6%
1.31%
+9.2%
Q4 2021$67,416,000
+21.4%
458,271
+11.7%
1.20%
+19.7%
Q3 2021$55,539,000
+20.0%
410,272
+21.9%
1.00%
+12.3%
Q2 2021$46,265,000
+26.7%
336,573
+21.2%
0.89%
+10.5%
Q1 2021$36,517,000
+20.1%
277,777
+8.7%
0.81%
+10.1%
Q4 2020$30,402,000
+22.0%
255,567
+7.2%
0.73%
-3.0%
Q3 2020$24,918,000
+2.4%
238,428
-2.4%
0.76%
-9.1%
Q2 2020$24,324,000
+20.7%
244,242
+45.2%
0.83%
+52.6%
Q4 2019$20,156,000
+46.5%
168,173
+36.5%
0.55%
+11.4%
Q3 2019$13,754,000
+11.7%
123,219
+7.6%
0.49%
+6.8%
Q2 2019$12,311,000
+21.8%
114,512
+21.9%
0.46%
+7.2%
Q1 2019$10,108,000
+73.7%
93,917
+58.1%
0.43%
+65.9%
Q4 2018$5,820,000
-23.4%
59,417
-13.4%
0.26%
-14.0%
Q3 2018$7,597,000
-15.2%
68,642
-20.4%
0.30%
-23.9%
Q2 2018$8,954,000
+11.5%
86,234
+10.8%
0.39%
+1.5%
Q1 2018$8,032,000
+11.2%
77,844
+14.6%
0.39%
+8.1%
Q4 2017$7,222,000
-11.4%
67,928
-16.8%
0.36%
-19.1%
Q3 2017$8,148,000
+25.9%
81,630
+21.8%
0.44%
+12.1%
Q2 2017$6,474,000
-10.1%
67,044
-11.2%
0.40%
-15.6%
Q1 2017$7,204,000
+18.1%
75,538
+15.2%
0.47%
+0.9%
Q4 2016$6,100,000
+35.6%
65,589
+26.9%
0.46%
+12.6%
Q3 2016$4,497,000
+150.9%
51,690
+146.2%
0.41%
+114.0%
Q2 2016$1,792,000
+47.9%
20,995
+42.7%
0.19%
+39.9%
Q1 2016$1,212,000
+18.4%
14,709
+10.4%
0.14%
+22.1%
Q4 2015$1,024,000
+5.8%
13,319
+5.6%
0.11%
-15.7%
Q3 2015$968,000
+34.4%
12,616
+46.1%
0.13%
+57.6%
Q2 2015$720,000
+16.1%
8,636
+16.5%
0.08%
+21.4%
Q1 2015$620,000
+1.5%
7,412
+2.4%
0.07%
+7.7%
Q4 2014$611,000
+111.4%
7,235
+103.6%
0.06%
+116.7%
Q3 2014$289,0003,5540.03%
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