Tortoise Investment Management, 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
Tortoise Investment Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,180,904
-3.5%
59,312
-0.6%
1.22%
-3.3%
Q2 2023$8,478,881
+0.0%
59,668
-2.8%
1.26%
-6.8%
Q1 2023$8,475,681
-0.2%
61,369
+1.4%
1.35%
-9.2%
Q4 2022$8,494,771
+19.7%
60,517
+5.3%
1.49%
+7.8%
Q3 2022$7,097,000
+4.3%
57,471
+11.4%
1.38%
+3.4%
Q2 2022$6,805,000
-2.7%
51,603
+9.1%
1.34%
+3.1%
Q1 2022$6,992,000
+4.5%
47,316
+4.0%
1.30%
+3.4%
Q4 2021$6,694,000
+12.6%
45,506
+3.7%
1.25%
+4.3%
Q3 2021$5,943,000
-2.1%
43,902
-0.6%
1.20%
-4.2%
Q2 2021$6,069,000
+3.6%
44,149
-0.9%
1.25%
-2.6%
Q1 2021$5,856,000
+8.8%
44,545
-1.6%
1.29%
+4.8%
Q4 2020$5,384,000
+7.1%
45,262
-5.9%
1.23%
+0.2%
Q3 2020$5,025,000
+3.3%
48,082
-1.6%
1.23%
-2.5%
Q2 2020$4,866,000
+27.6%
48,858
+14.1%
1.26%
+13.7%
Q1 2020$3,814,000
-8.1%
42,830
+23.8%
1.11%
+13.1%
Q4 2019$4,148,000
+8.2%
34,610
+0.8%
0.98%
-1.1%
Q3 2019$3,834,000
-7.0%
34,345
-7.6%
0.99%
-5.1%
Q2 2019$4,121,000
+9.7%
37,153
+6.4%
1.04%
+6.0%
Q1 2019$3,758,000
+11.7%
34,916
+1.7%
0.98%
+8.0%
Q4 2018$3,363,000
-5.5%
34,330
+6.7%
0.91%
-2.7%
Q3 2018$3,560,000
+11.2%
32,163
+4.3%
0.94%
+6.2%
Q2 2018$3,202,000
+5.5%
30,841
+4.8%
0.88%
+4.8%
Q1 2018$3,036,000
+2.6%
29,420
+5.7%
0.84%
-1.1%
Q4 2017$2,960,000
+12.0%
27,836
+5.2%
0.85%
+5.7%
Q3 2017$2,642,000
+8.1%
26,468
+4.6%
0.80%
+1.8%
Q2 2017$2,444,000
+0.9%
25,312
-0.4%
0.79%
-0.5%
Q1 2017$2,423,000
+5.9%
25,408
+3.3%
0.79%
+0.6%
Q4 2016$2,288,000
+23.1%
24,598
+15.1%
0.79%
+25.1%
Q3 2016$1,859,000
+2.4%
21,3680.0%0.63%
-0.5%
Q2 2016$1,816,000
+3.1%
21,3680.0%0.63%0.0%
Q1 2016$1,761,000
+4195.1%
21,368
+4131.3%
0.63%
+4120.0%
Q4 2015$41,000
+105.0%
505
+90.6%
0.02%
+87.5%
Q3 2015$20,000
-9.1%
2650.0%0.01%0.0%
Q2 2015$22,0000.0%2650.0%0.01%0.0%
Q1 2015$22,0000.0%2650.0%0.01%
-11.1%
Q4 2014$22,0000.0%2650.0%0.01%0.0%
Q3 2014$22,000
+4.8%
2650.0%0.01%0.0%
Q2 2014$21,000
-51.2%
265
-52.1%
0.01%
-55.0%
Q1 2014$43,000
-2.3%
553
-4.0%
0.02%
+66.7%
Q4 2013$44,000
+120.0%
576
+100.0%
0.01%0.0%
Q3 2013$20,000
+5.3%
2880.0%0.01%
-7.7%
Q2 2013$19,000
-5.0%
288
-4.0%
0.01%
-7.1%
Q1 2013$20,000
+11.1%
3000.0%0.01%0.0%
Q4 2012$18,0003000.01%
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