EP Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 344 filers reported holding VANGUARD INDEX FDS in Q1 2015. The put-call ratio across all filers is 0.21 and the average weighting 1.4%.

Quarter-by-quarter ownership
EP Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$330,044,313
-12.0%
2,392,839
+3419.2%
5.12%
-5.2%
Q2 2023$374,838,178
+296004.1%
67,993
+416.7%
5.40%
+270050.0%
Q1 2023$126,590
-100.0%
13,159
-99.5%
0.00%
-100.0%
Q4 2022$358,695,774
+16.6%
2,555,359
+2.6%
6.46%
-7.3%
Q3 2022$307,499,000
-5.0%
2,490,271
+1.5%
6.97%
-4.3%
Q2 2022$323,527,000
-7.9%
2,453,193
+3.2%
7.29%
-5.5%
Q1 2022$351,127,000
+3.5%
2,376,014
+3.0%
7.71%
-3.9%
Q4 2021$339,333,000
+10.9%
2,306,661
+2.0%
8.02%
-4.4%
Q3 2021$306,016,000
+2.9%
2,260,592
+4.4%
8.39%
+1.7%
Q2 2021$297,535,000
+5.9%
2,164,524
+1.3%
8.25%
-7.6%
Q1 2021$280,879,000
+12.4%
2,136,610
+1.7%
8.93%
+1.6%
Q4 2020$249,983,000
+7.6%
2,101,405
-5.5%
8.79%
-12.1%
Q3 2020$232,419,000
-24.2%
2,223,893
-27.8%
10.00%
-23.6%
Q2 2020$306,596,000
+7.3%
3,078,587
-4.1%
13.09%
-6.4%
Q1 2020$285,861,000
-16.0%
3,209,752
+13.0%
13.99%
-0.2%
Q4 2019$340,456,000
+13.7%
2,840,687
+5.8%
14.02%
-5.6%
Q3 2019$299,554,000
+5.2%
2,683,693
+4.6%
14.86%
-16.5%
Q2 2019$284,631,000
+30.9%
2,566,088
+15.6%
17.78%
+6.0%
Q4 2018$217,415,000
-0.9%
2,219,648
+12.0%
16.77%
-2.2%
Q3 2018$219,401,000
+12.5%
1,982,303
+5.6%
17.14%
-6.8%
Q2 2018$194,953,000
+4.9%
1,877,619
+4.3%
18.39%
+2.4%
Q1 2018$185,835,000
+1.7%
1,801,073
+4.8%
17.96%
-6.9%
Q4 2017$182,779,000
+10.5%
1,719,144
+3.7%
19.28%
+0.9%
Q3 2017$165,431,000
+10.6%
1,657,296
+7.0%
19.11%
+4.3%
Q2 2017$149,520,000
+8.1%
1,548,466
+6.8%
18.33%
-3.9%
Q1 2017$138,307,000
+25.4%
1,450,214
+4.5%
19.08%
+18.3%
Q4 2016$110,318,000
-5.1%
1,388,352
+3.9%
16.12%
-11.3%
Q3 2016$116,299,000
+4.7%
1,336,767
+2.3%
18.17%
+2.7%
Q2 2016$111,042,000
+7.4%
1,306,530
+4.1%
17.70%
+11.6%
Q1 2016$103,417,000
+83.3%
1,255,213
+81.3%
15.86%
+67.2%
Q4 2015$56,429,000
+7.2%
692,206
+1.0%
9.48%
-5.4%
Q3 2015$52,619,000
-99.9%
685,594
+9.5%
10.03%
+2.5%
Q2 2015$52,210,381,000
+5.3%
626,324
+5.7%
9.78%
+4.9%
Q1 2015$49,605,243,000
+126045.0%
592,655
+27.3%
9.33%
+43.9%
Q4 2014$39,324,000
+17.5%
465,429
+12.9%
6.48%
+19.6%
Q3 2014$33,467,000412,1515.42%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2015
NameSharesValueWeighting ↓
Trustees of Dartmouth College 1,440,950$198,750,23489.97%
Permanens Capital L.P. 1,776,945$245,094,02441.90%
Employees' Retirement Fund of the City of Fort Worth 928,774$128,105,79728.22%
Pacific Life Fund Advisors LLC 1,892,409$261,019,97327.63%
Saudi Central Bank 756,686$104,36926.69%
Safeguard Financial, LLC 388,806$53,628,07625.87%
Thrive Wealth Management, LLC 655,367$90,394,80824.05%
Dougherty Wealth Advisers LLC 149,922$20,678,74123.94%
Brickley Wealth Management 630,698$86,992,15023.21%
NorthLanding Financial Partners, LLC 128,468$17,719,64322.71%
View complete list of VANGUARD INDEX FDS shareholders