Waldron Private Wealth LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,207 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 1.06 and the average weighting 1.2%.

Quarter-by-quarter ownership
Waldron Private Wealth LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$138,119
-2.0%
1,001,377
+1.0%
7.17%
+2.0%
Q2 2023$140,896
+0.3%
991,531
-2.6%
7.03%
+2.8%
Q1 2023$140,527
+5.5%
1,017,505
-5.6%
6.84%
-17.4%
Q4 2022$133,155
-99.9%
1,078,3570.0%8.28%
+0.0%
Q3 2022$133,155,000
+2.8%
1,078,357
+9.8%
8.27%
+13.9%
Q2 2022$129,525,000
-13.0%
982,149
-2.6%
7.26%
-4.9%
Q1 2022$148,964,000
+17.0%
1,008,013
+16.5%
7.64%
+21.7%
Q4 2021$127,277,000
+19.1%
865,188
+9.6%
6.28%
+0.9%
Q3 2021$106,848,000
-9.8%
789,303
-8.4%
6.22%
-17.8%
Q2 2021$118,420,000
+8.2%
861,493
+3.5%
7.57%
-0.5%
Q1 2021$109,467,000
+16.1%
832,704
+5.0%
7.61%
+8.4%
Q4 2020$94,309,000
+21.2%
792,782
+6.5%
7.02%
+5.4%
Q3 2020$77,831,000
+7.8%
744,049
+2.6%
6.65%
+4.3%
Q2 2020$72,190,000
+50.5%
724,881
+34.6%
6.38%
+24.8%
Q1 2020$47,970,000
+170.3%
538,633
+263.7%
5.11%
+223.1%
Q4 2019$17,749,000
+35.2%
148,098
+25.9%
1.58%
+18.3%
Q3 2019$13,130,000
+7.0%
117,635
+7.0%
1.34%
+2.5%
Q2 2019$12,270,000
+17.1%
109,933
+13.6%
1.30%
+10.5%
Q1 2019$10,482,000
+45.7%
96,741
+31.7%
1.18%
+13.9%
Q4 2018$7,196,000
+814.4%
73,472
+933.2%
1.04%
+577.8%
Q3 2018$787,000
+6.6%
7,1110.0%0.15%
-4.4%
Q2 2018$738,000
-2.6%
7,111
-3.3%
0.16%
-6.4%
Q1 2018$758,000
+14.3%
7,352
+17.8%
0.17%
+9.6%
Q4 2017$663,000
+204.1%
6,242
+184.9%
0.16%
+155.7%
Q3 2017$218,000
+3.3%
2,1910.0%0.06%
-9.0%
Q2 2017$211,000
-39.0%
2,191
-42.4%
0.07%
-23.0%
Q1 2017$346,000
+70.4%
3,804
+73.6%
0.09%
+24.3%
Q4 2016$203,000
-42.2%
2,191
-52.2%
0.07%
-53.6%
Q3 2015$351,0004,5840.15%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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