Klingman & Associates, LLC - 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
Klingman & Associates, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$562,203
+27.3%
4,076
+31.1%
0.04%
+25.0%
Q2 2023$441,789
-1.2%
3,109
-4.0%
0.04%
-7.7%
Q1 2023$447,339
-25.9%
3,239
-24.7%
0.04%
-26.4%
Q4 2022$603,549
+63.6%
4,300
+43.9%
0.05%
+47.2%
Q3 2022$369,000
-6.6%
2,988
-0.2%
0.04%
-7.7%
Q2 2022$395,000
-16.0%
2,994
-5.9%
0.04%
-2.5%
Q1 2022$470,000
-5.4%
3,181
-5.8%
0.04%
-7.0%
Q4 2021$497,000
+8.8%
3,3770.0%0.04%0.0%
Q3 2021$457,000
-1.5%
3,3770.0%0.04%
-2.3%
Q2 2021$464,000
-5.1%
3,377
-9.3%
0.04%
-13.7%
Q1 2021$489,000
+27.3%
3,723
+15.2%
0.05%
+15.9%
Q4 2020$384,000
+9.7%
3,232
-3.4%
0.04%
-6.4%
Q3 2020$350,000
+5.4%
3,347
+0.3%
0.05%
-7.8%
Q2 2020$332,000
+38.9%
3,338
+24.4%
0.05%
+4.1%
Q1 2020$239,000
-36.4%
2,683
-14.4%
0.05%
-21.0%
Q4 2019$376,0003,1340.06%
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