Colorado Capital Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,332 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 1.3%.

Quarter-by-quarter ownership
Colorado Capital Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,191
-3.6%
15,888
-0.7%
1.66%
-1.1%
Q2 2023$2,273
-13.8%
16,002
-16.2%
1.68%
-17.9%
Q1 2023$2,636
-1.5%
19,088
-0.2%
2.04%
-8.4%
Q4 2022$2,675
-99.9%
19,122
-3.3%
2.23%
+5.6%
Q3 2022$2,442,000
-8.6%
19,781
-2.4%
2.11%
-2.7%
Q2 2022$2,672,000
-11.9%
20,259
-1.3%
2.17%
-0.5%
Q1 2022$3,033,000
-4.1%
20,526
-4.2%
2.18%
+2.8%
Q4 2021$3,162,000
-5.8%
21,434
-13.5%
2.12%
-10.5%
Q3 2021$3,355,000
-6.6%
24,787
-5.1%
2.37%
-1.9%
Q2 2021$3,591,000
+1.3%
26,126
-3.2%
2.42%
-4.7%
Q1 2021$3,546,000
-1.6%
26,976
-11.1%
2.53%
-3.3%
Q4 2020$3,605,000
+11.8%
30,345
-1.5%
2.62%
-1.5%
Q3 2020$3,225,000
+0.5%
30,810
-4.8%
2.66%
-4.7%
Q2 2020$3,209,000
-7.7%
32,353
-17.1%
2.79%
-13.3%
Q1 2020$3,475,000
-42.2%
39,024
-22.3%
3.22%
-24.9%
Q4 2019$6,016,000
+4.7%
50,198
-2.5%
4.29%
-0.3%
Q3 2019$5,745,000
-0.5%
51,476
-1.1%
4.30%
+0.2%
Q2 2019$5,775,000
+0.8%
52,062
-2.2%
4.29%
-0.3%
Q1 2019$5,730,000
+9.3%
53,246
-0.5%
4.30%
-1.7%
Q4 2018$5,242,000
-29.7%
53,517
-20.5%
4.38%
-18.3%
Q3 2018$7,452,000
-1.4%
67,332
-7.5%
5.36%
+4.7%
Q2 2018$7,554,000
+4.3%
72,757
+3.7%
5.12%
+5.4%
Q1 2018$7,240,000
+8.3%
70,172
+11.6%
4.86%
+3.8%
Q4 2017$6,688,000
+15.9%
62,903
+8.8%
4.68%
+8.4%
Q3 2017$5,772,000
+13.7%
57,829
+10.0%
4.32%
+7.9%
Q2 2017$5,078,000
+15.4%
52,595
+14.0%
4.00%
+8.3%
Q1 2017$4,399,000
+14.0%
46,134
+11.1%
3.69%
+5.7%
Q4 2016$3,860,000
+15.7%
41,508
+8.3%
3.50%
+13.7%
Q3 2016$3,335,000
+9.4%
38,334
+6.8%
3.08%
+4.6%
Q2 2016$3,049,000
+24.8%
35,885
+20.9%
2.94%
+19.9%
Q1 2016$2,444,000
+25.1%
29,670
+23.8%
2.45%
+15.6%
Q4 2015$1,953,00023,9622.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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