Perigon Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,086 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.60 and the average weighting 1.2%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,103,801
-51.1%
44,253
-49.6%
0.25%
+0.8%
Q2 2023$12,485,732
+71.4%
87,866
+66.6%
0.24%
-40.8%
Q1 2023$7,285,159
-23.0%
52,749
-21.7%
0.41%
+41.3%
Q4 2022$9,462,118
+228.0%
67,408
+188.5%
0.29%
+17.7%
Q3 2022$2,885,000
+17.0%
23,363
+25.0%
0.25%
+20.9%
Q2 2022$2,465,000
+30.2%
18,693
+45.9%
0.21%
+53.7%
Q1 2022$1,893,000
+80.1%
12,808
+79.4%
0.13%
+78.7%
Q4 2021$1,051,000
+6.2%
7,141
-2.4%
0.08%
-12.8%
Q3 2021$990,000
-2.7%
7,314
-1.2%
0.09%
-4.4%
Q2 2021$1,017,000
-0.8%
7,400
-5.1%
0.09%
-14.3%
Q1 2021$1,025,000
+15.2%
7,797
+4.2%
0.10%
+1.9%
Q4 2020$890,000
+33.8%
7,484
+17.6%
0.10%
+10.8%
Q3 2020$665,000
+15.3%
6,364
+9.8%
0.09%
+2.2%
Q2 2020$577,000
-22.7%
5,798
-24.3%
0.09%
-34.5%
Q1 2020$746,000
+260.4%
7,659
+342.0%
0.14%
+231.0%
Q4 2019$207,000
+56.8%
1,733
+13.9%
0.04%
+23.5%
Q3 2016$132,000
+2.3%
1,5210.0%0.03%0.0%
Q2 2016$129,000
-95.5%
1,521
-93.5%
0.03%
-86.3%
Q3 2011$2,885,00023,3630.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 1,678,868$135,904,00045.71%
VISTA CAPITAL PARTNERS, INC. 1,254,886$101,583,00032.81%
INR ADVISORY SERVICES LLC 1,160,892$93,974,00019.27%
IBBOTSON ASSOCIATES INC 122,392$9,908,00013.61%
Garde Capital, Inc. 403,244$32,643,00012.84%
STRINGER ASSET MANAGEMENT, LLC 209,230$16,937,00010.49%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 4,765,645$385,779,0009.78%
Blue Edge Capital, LLC 169,001$13,680,631,0009.28%
Lubar & Co., Inc 198,221$16,046,0008.86%
Financial Planning & Information Services, Inc. 161,040$13,036,0008.78%
View complete list of VANGUARD INDEX FDS shareholders