Diversified Portfolios, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,551 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.60 and the average weighting 1.4%.

Quarter-by-quarter ownership
Diversified Portfolios, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,056,942
-3.2%
65,663
-0.3%
1.71%
-9.1%
Q2 2023$9,355,180
-1.6%
65,835
-4.4%
1.88%
-11.2%
Q1 2023$9,506,257
-3.2%
68,831
-1.6%
2.12%
-6.1%
Q4 2022$9,823,364
+18.5%
69,982
+4.3%
2.25%
+1.0%
Q3 2022$8,288,000
+23.2%
67,119
+31.6%
2.23%
+19.0%
Q2 2022$6,727,000
-17.8%
51,012
-7.9%
1.87%
-4.5%
Q1 2022$8,186,000
+14.6%
55,390
+14.1%
1.96%
+14.2%
Q4 2021$7,142,000
+21.2%
48,548
+11.5%
1.72%
+5.4%
Q3 2021$5,894,000
+4.2%
43,540
+5.8%
1.63%
-23.5%
Q2 2021$5,659,000
+3.2%
41,166
-1.3%
2.13%
+18.2%
Q1 2021$5,484,000
+0.5%
41,713
-9.1%
1.80%
-7.5%
Q4 2020$5,456,000
+13.5%
45,866
-0.3%
1.95%
-6.1%
Q3 2020$4,807,000
+6.2%
45,994
+1.2%
2.08%
-4.0%
Q2 2020$4,526,000
+5.8%
45,445
-5.4%
2.16%
-8.8%
Q1 2020$4,279,000
-23.0%
48,045
+3.6%
2.37%
-9.8%
Q4 2019$5,556,000
+10.0%
46,361
+2.5%
2.63%
+3.0%
Q3 2019$5,049,000
+0.8%
45,234
+0.1%
2.55%
-7.3%
Q2 2019$5,011,000
-0.9%
45,176
-3.8%
2.75%
-2.0%
Q1 2019$5,055,000
+9.8%
46,969
-0.1%
2.81%
-1.6%
Q4 2018$4,605,000
-14.5%
47,010
-3.4%
2.86%
-4.1%
Q3 2018$5,385,000
+5.6%
48,651
-1.0%
2.98%
+2.3%
Q2 2018$5,101,000
-0.2%
49,124
-0.9%
2.91%
-1.1%
Q1 2018$5,113,000
-5.6%
49,551
-2.7%
2.94%
-0.6%
Q4 2017$5,415,000
+7.4%
50,929
+0.9%
2.96%
+3.5%
Q3 2017$5,040,000
+2.3%
50,491
-1.1%
2.86%
-2.3%
Q2 2017$4,929,000
-1.9%
51,045
-3.1%
2.93%
-3.6%
Q1 2017$5,026,000
-1.3%
52,699
-3.7%
3.04%
-3.3%
Q4 2016$5,091,000
+3.3%
54,739
-3.3%
3.14%
+2.0%
Q3 2016$4,926,000
+0.6%
56,617
-1.7%
3.08%
+0.9%
Q2 2016$4,895,000
+0.4%
57,599
-2.7%
3.05%
-0.6%
Q1 2016$4,877,000
-3.0%
59,188
-4.0%
3.07%
-4.4%
Q4 2015$5,029,000
+3.5%
61,686
-2.5%
3.21%
-0.3%
Q3 2015$4,858,000
-10.7%
63,290
-2.5%
3.22%
-6.0%
Q2 2015$5,442,000
-2.9%
64,932
-3.1%
3.43%
-3.3%
Q1 2015$5,606,000
+0.5%
66,980
+1.5%
3.55%
+7.2%
Q4 2014$5,576,00065,9963.31%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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