Baltimore-Washington Financial Advisors, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 990 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.42 and the average weighting 1.2%.

Quarter-by-quarter ownership
Baltimore-Washington Financial Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$28,564,561
-6.6%
207,094
-3.8%
2.31%
-5.1%
Q2 2023$30,580,391
-6.8%
215,204
-9.4%
2.44%
-15.7%
Q1 2023$32,798,112
-2.3%
237,478
-0.7%
2.89%
-12.0%
Q4 2022$33,580,688
-35.2%
239,230
-41.3%
3.28%
-24.6%
Q3 2022$51,845,000
+109.4%
407,422
+117.0%
4.36%
+64.3%
Q2 2022$24,758,000
+35.8%
187,736
+35.6%
2.65%
+49.0%
Q1 2022$18,226,000
-14.8%
138,471
-4.8%
1.78%
+3.0%
Q4 2021$21,397,000
+7.7%
145,454
-0.9%
1.73%
-1.3%
Q3 2021$19,862,000
+2.5%
146,729
+4.1%
1.75%
-2.9%
Q2 2021$19,373,000
+6.3%
140,938
+1.6%
1.80%
-3.0%
Q1 2021$18,232,000
+13.4%
138,695
+2.6%
1.86%
+5.9%
Q4 2020$16,075,000
+17.0%
135,136
+2.8%
1.75%
-1.5%
Q3 2020$13,739,000
-2.6%
131,464
-7.1%
1.78%
-8.4%
Q2 2020$14,099,000
+12.1%
141,571
+0.3%
1.94%
-14.3%
Q1 2020$12,573,000
-24.5%
141,179
+1.6%
2.27%
-7.4%
Q4 2019$16,658,000
+2.1%
138,995
-4.9%
2.45%
-8.7%
Q3 2019$16,318,000
-1.1%
146,198
-1.7%
2.68%
-3.5%
Q2 2019$16,492,000
+6.6%
148,682
+3.4%
2.78%
+2.5%
Q1 2019$15,474,000
+11.4%
143,777
+1.4%
2.71%
-5.7%
Q4 2018$13,893,000
-9.9%
141,846
+1.8%
2.87%
+3.0%
Q3 2018$15,424,000
+8.7%
139,363
+2.0%
2.79%
-0.9%
Q2 2018$14,187,000
+3.9%
136,634
+3.3%
2.82%
-5.5%
Q1 2018$13,649,000
+2.9%
132,289
+6.0%
2.98%
+6.9%
Q4 2017$13,268,000
+7.7%
124,797
+1.1%
2.79%
-0.4%
Q3 2017$12,324,000
+4.8%
123,459
+1.4%
2.80%
-1.0%
Q2 2017$11,760,000
+3.7%
121,789
+2.4%
2.83%
-2.1%
Q1 2017$11,338,000
+5.8%
118,891
+3.2%
2.89%
-1.6%
Q4 2016$10,713,000
+28.3%
115,190
+20.0%
2.93%
+23.3%
Q3 2016$8,353,000
+5.2%
96,011
+2.8%
2.38%
+0.7%
Q2 2016$7,938,000
+14.6%
93,406
+11.1%
2.36%
+12.4%
Q1 2016$6,925,000
+4.2%
84,052
+3.3%
2.10%
+1.1%
Q4 2015$6,645,000
+18.4%
81,401
+11.3%
2.08%
+16.7%
Q3 2015$5,610,000
-8.6%
73,106
-0.7%
1.78%
-2.4%
Q2 2015$6,137,000
-3.2%
73,626
-2.8%
1.82%
-1.1%
Q1 2015$6,342,000
-2.0%
75,774
-1.1%
1.85%
-4.1%
Q4 2014$6,473,000
+2.0%
76,617
-2.0%
1.92%
-5.4%
Q3 2014$6,345,000
+3.7%
78,141
+3.4%
2.03%
+6.9%
Q2 2014$6,120,000
+6.4%
75,602
+2.7%
1.90%
-3.1%
Q1 2014$5,751,000
+8.6%
73,622
+6.1%
1.96%
+9.6%
Q4 2013$5,298,00069,3571.79%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
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