Waverly Advisors, LLC - 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
Waverly Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$41,135,536
-13.0%
298,235
-10.4%
1.80%
-13.5%
Q2 2023$47,308,617
-1.6%
332,925
-4.3%
2.08%
-17.3%
Q1 2023$48,059,639
-2.2%
347,981
-0.6%
2.51%
-8.0%
Q4 2022$49,119,759
+36.9%
349,931
+20.5%
2.73%
+8.1%
Q3 2022$35,871,000
+11.7%
290,499
+19.3%
2.52%
-14.1%
Q2 2022$32,102,000
-9.5%
243,416
+1.4%
2.94%
-2.0%
Q1 2022$35,470,000
+5.3%
240,017
+3.7%
3.00%
+3.1%
Q4 2021$33,672,000
+9.3%
231,455
+8.9%
2.91%
+10.5%
Q3 2021$30,801,000
+8.4%
212,507
+6.3%
2.63%
+0.4%
Q2 2021$28,421,000
+9.3%
199,896
+6.7%
2.62%
+2.1%
Q1 2021$26,009,000
+25.2%
187,368
+11.7%
2.57%
+17.7%
Q4 2020$20,778,000
+30.7%
167,738
+8.3%
2.18%
+3.1%
Q3 2020$15,900,000
-0.8%
154,952
+3.5%
2.12%
+1.9%
Q2 2020$16,022,000
+29.0%
149,779
+7.4%
2.08%
-1.0%
Q1 2020$12,423,000
-18.9%
139,494
+10.0%
2.10%
+4.3%
Q4 2019$15,312,000
+14.1%
126,794
+5.4%
2.01%
+4.5%
Q3 2019$13,422,000
+9.2%
120,249
+8.5%
1.93%
+5.2%
Q2 2019$12,294,000
+6.7%
110,837
+3.6%
1.83%
+2.7%
Q1 2019$11,517,000
+14.0%
107,005
+3.8%
1.78%
+1.1%
Q4 2018$10,099,000
-4.7%
103,100
+7.7%
1.76%
+12.8%
Q3 2018$10,594,000
+14.4%
95,720
+7.3%
1.56%
+8.5%
Q2 2018$9,264,000
+5.5%
89,221
+4.8%
1.44%
+1.5%
Q1 2018$8,784,000
+5.1%
85,128
+8.3%
1.42%
+19.1%
Q4 2017$8,355,000
+59.9%
78,585
+50.1%
1.19%
+5.2%
Q3 2017$5,226,000
+62.9%
52,358
+57.6%
1.13%
+40.6%
Q2 2017$3,208,000
+14.3%
33,222
+12.9%
0.81%
+9.1%
Q1 2017$2,807,000
+10.5%
29,428
+7.7%
0.74%
-21.7%
Q4 2016$2,541,000
+18.5%
27,322
+10.8%
0.94%
+5.4%
Q3 2016$2,145,000
+24.6%
24,655
+21.7%
0.90%
+14.9%
Q2 2016$1,721,000
+32.5%
20,253
+28.5%
0.78%
-1.9%
Q1 2016$1,299,000
+49.8%
15,761
+48.2%
0.80%
+110.9%
Q4 2015$867,000
+20.6%
10,637
+13.6%
0.38%
-24.0%
Q3 2015$719,000
+103.1%
9,366
+120.7%
0.50%
+127.5%
Q2 2015$354,000
+3833.3%
4,243
+3902.8%
0.22%
+4260.0%
Q3 2014$9,0000.0%1060.0%0.01%
+25.0%
Q2 2014$9,000
-43.8%
106
-47.5%
0.00%
-42.9%
Q1 2014$16,000
+433.3%
202
+431.6%
0.01%
+600.0%
Q4 2013$3,000380.00%
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