MISSION WEALTH MANAGEMENT, LP - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 46 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
MISSION WEALTH MANAGEMENT, LP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$257,031,909
+2.6%
1,863,495
+5.7%
9.58%
+1.2%
Q2 2023$250,595,279
+11.6%
1,763,514
+8.5%
9.47%
+0.7%
Q1 2023$224,472,792
+5.5%
1,625,319
+7.2%
9.40%
-7.6%
Q4 2022$212,744,365
+12.6%
1,515,597
-1.0%
10.18%
+1.7%
Q3 2022$188,995,000
-2.2%
1,530,569
+4.4%
10.01%
-1.5%
Q2 2022$193,309,000
-7.1%
1,465,798
+4.1%
10.16%
+5.6%
Q1 2022$208,106,000
+4.4%
1,408,215
+4.0%
9.62%
+7.3%
Q4 2021$199,253,000
+14.8%
1,354,452
+5.7%
8.97%
+1.5%
Q3 2021$173,534,000
+6.9%
1,281,927
+8.6%
8.84%
+2.7%
Q2 2021$162,281,000
+15.5%
1,180,570
+10.5%
8.60%
+5.5%
Q1 2021$140,507,000
+24.4%
1,068,817
+12.6%
8.15%
+15.4%
Q4 2020$112,924,000
+33.9%
949,264
+17.6%
7.07%
+11.9%
Q3 2020$84,357,000
+49.6%
807,164
+42.6%
6.32%
+29.9%
Q2 2020$56,378,000
+125.3%
566,100
+101.5%
4.86%
+76.1%
Q1 2020$25,021,000
-23.2%
280,942
+3.3%
2.76%
-11.9%
Q4 2019$32,597,000
+5.2%
271,985
-2.0%
3.13%
-5.3%
Q3 2019$30,988,000
-0.3%
277,624
-0.9%
3.31%
-4.9%
Q2 2019$31,072,000
+0.7%
280,132
-2.3%
3.48%
-2.8%
Q1 2019$30,858,000
+9.1%
286,702
-0.7%
3.58%
-2.8%
Q4 2018$28,283,000
-13.0%
288,753
-1.7%
3.69%
-13.9%
Q3 2018$32,503,000
+8.3%
293,671
+1.6%
4.28%
-3.4%
Q2 2018$30,021,000
-0.5%
289,141
-1.1%
4.43%
-8.9%
Q1 2018$30,158,000
-5.9%
292,290
-3.0%
4.87%
-11.3%
Q4 2017$32,039,000
+3.3%
301,349
-3.0%
5.49%
-3.6%
Q3 2017$31,022,000
+2.0%
310,783
-1.3%
5.69%
-1.4%
Q2 2017$30,408,000
-2.1%
314,912
-3.3%
5.77%
-4.4%
Q1 2017$31,062,000
-3.1%
325,701
-5.5%
6.04%
-5.3%
Q4 2016$32,046,000
+7.1%
344,547
+0.2%
6.38%
-11.9%
Q3 2016$29,929,000
-1.4%
344,017
-3.7%
7.23%
-10.3%
Q2 2016$30,361,000
+2.3%
357,227
-0.8%
8.07%
+1.0%
Q1 2016$29,671,000
-3.9%
360,129
-5.0%
7.99%
-8.2%
Q4 2015$30,890,000
-0.9%
378,929
-6.7%
8.70%
-7.8%
Q3 2015$31,163,000
-16.3%
406,033
-8.7%
9.43%
-25.9%
Q2 2015$37,218,000444,66012.73%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 1,678,868$135,904,00045.71%
VISTA CAPITAL PARTNERS, INC. 1,254,886$101,583,00032.81%
INR ADVISORY SERVICES LLC 1,160,892$93,974,00019.27%
IBBOTSON ASSOCIATES INC 122,392$9,908,00013.61%
Garde Capital, Inc. 403,244$32,643,00012.84%
STRINGER ASSET MANAGEMENT, LLC 209,230$16,937,00010.49%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 4,765,645$385,779,0009.78%
Blue Edge Capital, LLC 169,001$13,680,631,0009.28%
Lubar & Co., Inc 198,221$16,046,0008.86%
Financial Planning & Information Services, Inc. 161,040$13,036,0008.78%
View complete list of VANGUARD INDEX FDS shareholders