Relative Value Partners Group, 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
Relative Value Partners Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$85,744,369
-0.7%
621,651
+2.3%
5.76%
+3.2%
Q2 2023$86,383,171
-48.6%
607,904
-50.0%
5.58%
-2.7%
Q1 2023$168,077,934
+99.9%
1,216,986
+103.2%
5.74%
-3.1%
Q4 2022$84,072,107
+23.9%
598,932
+9.0%
5.92%
+6.5%
Q3 2022$67,854,000
-8.3%
549,514
+2.1%
5.56%
+0.2%
Q2 2022$73,983,000
+0.3%
538,059
+7.8%
5.55%
+8.4%
Q1 2022$73,795,000
+2.7%
499,357
+2.2%
5.12%
+0.5%
Q4 2021$71,855,000
+11.2%
488,446
+2.4%
5.10%
+5.3%
Q3 2021$64,603,000
-0.9%
477,230
+0.6%
4.84%
-4.6%
Q2 2021$65,208,000
+5.5%
474,380
+0.9%
5.07%
-4.0%
Q1 2021$61,819,000
+20.8%
470,248
+9.3%
5.28%
+9.1%
Q4 2020$51,183,000
+39.7%
430,257
+22.7%
4.84%
+27.5%
Q3 2020$36,649,000
+104.5%
350,670
+94.9%
3.80%
+102.0%
Q2 2020$17,919,000
+8.2%
179,924
-3.2%
1.88%
-3.4%
Q1 2020$16,555,000
-44.6%
185,888
-25.4%
1.95%
-32.1%
Q4 2019$29,859,000
+57.2%
249,134
+46.4%
2.87%
+49.7%
Q3 2019$18,997,000
+51.4%
170,195
+51.4%
1.92%
+46.2%
Q2 2019$12,544,000
+2.5%
112,386
-0.4%
1.31%
+0.2%
Q1 2019$12,233,000
+120.0%
112,886
+98.8%
1.31%
+102.5%
Q4 2018$5,561,00056,7780.65%
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