Capital Asset Advisory Services LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 990 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.42 and the average weighting 1.2%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$213,152
-21.9%
1,545
-20.5%
0.02%
-31.8%
Q4 2022$272,879
+14.2%
1,944
+0.6%
0.02%
-29.0%
Q3 2022$239,000
+58.3%
1,932
+68.7%
0.03%
+82.4%
Q2 2022$151,000
-11.2%
1,145
-0.2%
0.02%
-5.6%
Q1 2022$170,000
-4.5%
1,147
-5.4%
0.02%
-5.3%
Q4 2021$178,000
-7.8%
1,212
-15.1%
0.02%
-9.5%
Q3 2021$193,000
+14.2%
1,427
+16.4%
0.02%
+10.5%
Q2 2021$169,000
-24.9%
1,226
-28.3%
0.02%
-44.1%
Q1 2021$225,000
+212.5%
1,710
+183.6%
0.03%
+161.5%
Q4 2020$72,000
+44.0%
603
+26.7%
0.01%
+30.0%
Q3 2020$50,000
-2.0%
4760.0%0.01%
-9.1%
Q2 2020$51,000
+88.9%
476
+60.8%
0.01%
+57.1%
Q1 2020$27,000
-89.7%
296
-86.3%
0.01%
-88.5%
Q4 2019$261,0002,1600.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
NameSharesValueWeighting ↓
VISTA CAPITAL PARTNERS, INC. 1,152,956$107,236,00029.17%
Coyle Financial Counsel LLC 106,833$9,937,00021.42%
Horizon Investments, LLC 3,101,206$288,443,00019.88%
INR ADVISORY SERVICES LLC 1,201,125$111,717,00018.63%
FOUNDERS FINANCIAL SECURITIES LLC 452,957$42,130,00017.50%
Cornerstone Management, Inc. 309,132$28,752,36716.48%
EP Wealth Advisors, LLC 1,388,352$110,318,00016.12%
Permanens Capital L.P. 384,283$35,742,00015.09%
Cable Hill Partners, LLC 354,005$32,926,00014.88%
Garde Capital, Inc. 499,539$46,462,00013.37%
View complete list of VANGUARD INDEX FDS shareholders