Lido Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,207 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 1.06 and the average weighting 1.2%.

Quarter-by-quarter ownership
Lido Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,869,158
-8.3%
57,052
-0.8%
0.06%
-1.6%
Q2 2023$8,583,083
+19.2%
57,502
+10.3%
0.06%
-12.9%
Q1 2023$7,199,757
+15.0%
52,131
+16.9%
0.07%
-7.9%
Q4 2022$6,262,405
+22.6%
44,613
+7.9%
0.08%
+18.8%
Q3 2022$5,106,000
-11.8%
41,352
-5.8%
0.06%
-16.9%
Q2 2022$5,789,000
-9.9%
43,898
+0.9%
0.08%
+6.9%
Q1 2022$6,428,000
+1.5%
43,500
+1.0%
0.07%
+4.3%
Q4 2021$6,333,000
+3.0%
43,050
-5.2%
0.07%
-19.8%
Q3 2021$6,147,000
+8.9%
45,409
+10.6%
0.09%
+8.9%
Q2 2021$5,644,000
+5.7%
41,057
+1.1%
0.08%
-14.1%
Q1 2021$5,341,000
+52.1%
40,628
+37.6%
0.09%
+26.0%
Q4 2020$3,511,000
+174.7%
29,518
+141.4%
0.07%
+121.2%
Q3 2020$1,278,000
+52.1%
12,229
+44.9%
0.03%
+32.0%
Q2 2020$840,000
-83.0%
8,439
-84.8%
0.02%
-88.1%
Q1 2020$4,939,000
-42.1%
55,457
-22.1%
0.21%
-38.2%
Q4 2019$8,531,000
+16.6%
71,182
+8.6%
0.34%
-8.1%
Q3 2019$7,317,000
-10.6%
65,554
-10.7%
0.37%
-20.9%
Q2 2019$8,189,000
-12.1%
73,369
-14.7%
0.47%
-22.6%
Q1 2019$9,316,000
+76.3%
85,970
+59.4%
0.60%
+16.1%
Q4 2018$5,283,000
-10.4%
53,940
+1.9%
0.52%
-9.2%
Q3 2018$5,895,000
+21.7%
52,914
+13.4%
0.57%
+3.1%
Q2 2018$4,845,000
+1542.4%
46,667
+1531.7%
0.56%
+1292.5%
Q1 2018$295,000
+43.9%
2,860
+29.9%
0.04%
-21.6%
Q4 2016$205,0002,2010.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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