Private Ocean, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,316 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.45 and the average weighting 1.3%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,164,679
-8.3%
15,694
-5.6%
0.28%
-8.0%
Q2 2023$2,361,776
+3.6%
16,621
+0.7%
0.30%
-1.3%
Q1 2023$2,278,755
-1.5%
16,500
+0.1%
0.30%
+5.6%
Q4 2022$2,314,334
+22.9%
16,488
+8.1%
0.29%
-3.4%
Q3 2022$1,883,000
-6.3%
15,251
+0.1%
0.30%
-3.9%
Q2 2022$2,009,000
-11.0%
15,236
-0.2%
0.31%
+9.6%
Q1 2022$2,257,000
+0.6%
15,270
+0.1%
0.28%
+7.2%
Q4 2021$2,243,000
-5.2%
15,249
-12.8%
0.26%
-8.7%
Q3 2021$2,366,000
-3.5%
17,478
-2.0%
0.29%
-10.3%
Q2 2021$2,452,000
-1.4%
17,838
-5.7%
0.32%
-27.2%
Q1 2021$2,486,000
+12.2%
18,913
+1.5%
0.44%
-1.3%
Q4 2020$2,216,000
+12.4%
18,632
-1.2%
0.45%
-3.2%
Q3 2020$1,971,000
+7.5%
18,858
+2.4%
0.46%
+2.7%
Q2 2020$1,834,000
+6.3%
18,419
-4.9%
0.45%
-4.7%
Q1 2020$1,725,000
-35.6%
19,369
-13.3%
0.47%
-27.4%
Q4 2019$2,677,000
+8.0%
22,330
+0.6%
0.65%
+5.5%
Q3 2019$2,479,000
-2.1%
22,205
-2.7%
0.62%
-8.9%
Q2 2019$2,531,000
-2.2%
22,825
-5.1%
0.68%
-4.0%
Q1 2019$2,589,000
+4.0%
24,058
-5.3%
0.70%
+0.1%
Q4 2018$2,489,000
+100.7%
25,400
+126.7%
0.70%
+27.4%
Q3 2018$1,240,000
-19.6%
11,205
-24.6%
0.55%
-22.5%
Q2 2018$1,543,000
+31.2%
14,860
+30.3%
0.71%
+26.9%
Q1 2018$1,176,000
+19.5%
11,407
+23.2%
0.56%
+2.2%
Q4 2017$984,000
+6.3%
9,260
-0.2%
0.55%
-2.7%
Q3 2017$926,000
-0.4%
9,276
-3.7%
0.56%
-6.3%
Q2 2017$930,000
-2.7%
9,634
-3.9%
0.60%
-4.7%
Q1 2017$956,000
+1.8%
10,025
-0.7%
0.63%
-0.5%
Q4 2016$939,000
+4.9%
10,091
-1.9%
0.64%
+7.1%
Q3 2016$895,000
+3.1%
10,283
+0.6%
0.59%
-4.8%
Q2 2016$868,000
-19.0%
10,217
-21.5%
0.62%
-21.3%
Q1 2016$1,072,000
-5.6%
13,016
-6.5%
0.79%
-4.6%
Q4 2015$1,135,000
+5.5%
13,920
-0.7%
0.83%
+4.5%
Q3 2015$1,076,000
-17.4%
14,014
-10.3%
0.79%
-16.9%
Q2 2015$1,302,000
-8.1%
15,620
-7.7%
0.96%
-8.1%
Q1 2015$1,417,000
-2.4%
16,927
-1.5%
1.04%
-4.1%
Q4 2014$1,452,000
+1.1%
17,184
-2.8%
1.08%
+2.4%
Q3 2014$1,436,000
+40.8%
17,688
+40.4%
1.06%
+40.1%
Q2 2014$1,020,000
+11.7%
12,598
+7.8%
0.76%
+11.7%
Q1 2014$913,000
+10.7%
11,686
+8.2%
0.68%
+1.8%
Q4 2013$825,00010,8040.66%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Peninsula Wealth, LLC 458,742$54,980,00025.45%
Permanens Capital L.P. 834,780$100,048,00025.13%
VISTA CAPITAL PARTNERS, INC. 1,027,804$123,182,00023.06%
Cornerstone Management, Inc. 364,210$43,650,56918.51%
JONES FINANCIAL COMPANIES LLLP 75,825,475$9,087,684,00018.18%
Brickley Wealth Management 401,848$48,162,00017.55%
CAPITAL WEALTH MANAGEMENT, LLC 140,172$16,800,00017.14%
TL Private Wealth 155,748$18,760,00016.22%
CBIZ Investment Advisory Services, LLC 1,252,314$150,841,00016.02%
Cable Hill Partners, LLC 397,717$47,666,00014.35%
View complete list of VANGUARD INDEX FDS shareholders