Joel Isaacson & Co., LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,197 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 3.48 and the average weighting 2.7%.

Quarter-by-quarter ownership
Joel Isaacson & Co., LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$70,334,290
+0.3%
331,125
+4.0%
4.81%
+2.5%
Q2 2023$70,140,994
+10.4%
318,417
+2.3%
4.70%
+2.9%
Q1 2023$63,505,104
+8.0%
311,147
+1.1%
4.56%
+0.8%
Q4 2022$58,821,902
+3.3%
307,662
-3.0%
4.53%
-8.0%
Q3 2022$56,923,000
-4.5%
317,173
+0.4%
4.92%
-1.7%
Q2 2022$59,605,000
-16.4%
316,007
-2.4%
5.00%
-4.6%
Q1 2022$71,303,000
-5.3%
323,677
+3.8%
5.25%
+1.5%
Q4 2021$75,284,000
+14.6%
311,811
+5.4%
5.17%
+4.2%
Q3 2021$65,720,000
+1.6%
295,958
+2.0%
4.96%
-1.3%
Q2 2021$64,664,000
+11.2%
290,205
+3.2%
5.03%
-1.3%
Q1 2021$58,127,000
+13.3%
281,228
+6.7%
5.10%
+1.4%
Q4 2020$51,315,000
+19.2%
263,640
+4.3%
5.02%
-10.2%
Q3 2020$43,046,000
+12.5%
252,752
+3.4%
5.60%
+2.7%
Q2 2020$38,271,000
+29.3%
244,495
+6.5%
5.45%
+5.8%
Q1 2020$29,592,000
-14.9%
229,559
+8.0%
5.15%
+12.8%
Q4 2019$34,778,000
+12.2%
212,552
+3.5%
4.57%
+3.4%
Q3 2019$30,999,000
+1.5%
205,290
+0.9%
4.42%
-0.6%
Q2 2019$30,526,000
+6.3%
203,383
+2.4%
4.44%
+6.0%
Q1 2019$28,729,000
+10.9%
198,530
+1.8%
4.19%
+2.1%
Q4 2018$25,907,000
-5.7%
195,024
+6.2%
4.10%
-5.0%
Q3 2018$27,487,000
+7.8%
183,678
+1.2%
4.32%
+1.2%
Q2 2018$25,497,000
+9.7%
181,563
+6.0%
4.27%
+5.3%
Q1 2018$23,245,000
+0.9%
171,271
+2.1%
4.06%
+1.5%
Q4 2017$23,030,000
+7.3%
167,798
+1.3%
4.00%
+1.8%
Q3 2017$21,462,000
+5.6%
165,703
+1.4%
3.93%
+2.2%
Q2 2017$20,331,000
+5.0%
163,365
+2.4%
3.84%
+1.2%
Q1 2017$19,354,000
+15.0%
159,528
+9.3%
3.80%
+12.2%
Q4 2016$16,830,000
+11.6%
145,943
+7.8%
3.38%
+9.3%
Q3 2016$15,075,000
+16.9%
135,407
+12.5%
3.10%
+12.8%
Q2 2016$12,895,000
+13.8%
120,338
+11.3%
2.74%
+9.6%
Q1 2016$11,335,000
+44.9%
108,135
+44.2%
2.50%
+30.3%
Q4 2015$7,823,000
+19.9%
75,003
+13.5%
1.92%
+10.3%
Q3 2015$6,522,000
+8.5%
66,067
+17.6%
1.74%
+13.0%
Q2 2015$6,012,000
+4.8%
56,172
+5.0%
1.54%
+6.5%
Q1 2015$5,739,000
+5.7%
53,511
+4.4%
1.45%
-1.0%
Q4 2014$5,432,000
+66.7%
51,247
+59.2%
1.46%
+46.7%
Q3 2014$3,259,000
-0.2%
32,191
+0.3%
1.00%
-2.6%
Q2 2014$3,267,000
+24.4%
32,100
+19.1%
1.02%
+16.0%
Q1 2014$2,627,000
+17.3%
26,955
+15.5%
0.88%
+8.5%
Q4 2013$2,239,000
+46.0%
23,338
+33.4%
0.81%
+29.7%
Q3 2013$1,534,000
+69.5%
17,496
+59.8%
0.63%
+47.2%
Q2 2013$905,000
-0.9%
10,952
-2.9%
0.43%
-8.0%
Q1 2013$913,000
+17.5%
11,279
+6.4%
0.46%
-8.5%
Q4 2012$777,00010,6000.51%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Allworth Financial LP 1,408,787$135,131,00066.86%
Portfolio Solutions, LLC 3,590,280$344,380,00055.56%
Simon Charitable Public LLC 746,035$71,560,00051.22%
WEALTHCARE CAPITAL MANAGEMENT LLC 2,866,820$274,985,00045.96%
Gibson Capital, LLC 1,195,554$114,677,00043.46%
Novo Holdings A/S 5,958,200$571,510,00042.64%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 1,140,138$109,362,00039.68%
Truepoint, Inc. 2,002,010$192,033,00038.02%
Cranberry Lake Advisors LLC 570,000$54,674,00037.99%
FIRST BUSINESS FINANCIAL SERVICES, INC. 832,425$79,846,00033.23%
View complete list of VANGUARD INDEX FDS shareholders