INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 866 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.20 and the average weighting 1.3%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$797,819
-2.5%
5,784
+0.4%
0.13%
-1.5%
Q2 2023$818,342
-12.3%
5,759
-14.8%
0.13%
-13.6%
Q1 2023$933,143
-24.9%
6,757
-23.6%
0.15%
-25.2%
Q4 2022$1,241,725
+12.1%
8,846
-1.4%
0.21%
+5.1%
Q3 2022$1,108,000
-19.4%
8,975
-13.9%
0.20%
-17.3%
Q2 2022$1,374,000
-8.2%
10,421
+2.9%
0.24%
+1.3%
Q1 2022$1,496,000
-5.0%
10,125
-5.3%
0.23%
-4.5%
Q4 2021$1,574,000
-0.8%
10,696
-8.8%
0.24%
-3.5%
Q3 2021$1,587,000
-1.1%
11,726
+0.5%
0.25%
-3.8%
Q2 2021$1,604,000
+1.4%
11,671
-3.0%
0.26%
-13.7%
Q1 2021$1,582,000
+148.7%
12,031
+125.0%
0.31%
+128.4%
Q4 2020$636,000
+57.0%
5,347
+38.1%
0.13%
+42.6%
Q3 2020$405,000
+19.8%
3,872
+14.1%
0.09%
+34.3%
Q2 2020$338,000
+1.5%
3,393
-9.2%
0.07%
-9.1%
Q1 2020$333,000
-25.0%
3,737
+0.8%
0.08%
-18.1%
Q4 2019$444,000
+15.3%
3,707
+7.4%
0.09%
+10.6%
Q3 2019$385,000
+19.6%
3,451
+19.0%
0.08%
+21.4%
Q2 2019$322,000
+2.9%
2,901
-0.1%
0.07%
+6.1%
Q1 2019$313,000
+7.9%
2,905
-2.0%
0.07%
+1.5%
Q4 2018$290,000
-13.9%
2,963
-2.7%
0.06%
-3.0%
Q3 2018$337,000
+53.9%
3,045
+44.6%
0.07%
+45.7%
Q2 2018$219,000
+6.8%
2,106
+5.8%
0.05%
+7.0%
Q1 2018$205,0001,9900.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
NameSharesValueWeighting ↓
Trustees of Dartmouth College 1,732,950$239,337,72599.20%
Permanens Capital L.P. 1,870,092$258,278,40656.01%
Chan Zuckerberg Initiative, LLC 788,677$108,924,18041.47%
Employees' Retirement Fund of the City of Fort Worth 1,078,774$148,989,47729.14%
Saudi Central Bank 756,686$104,50626.91%
STABLEFORD CAPITAL II LLC 254,691$35,75125.60%
Safeguard Financial, LLC 298,795$41,26725.05%
Brickley Wealth Management 630,109$87,024,38923.85%
Mill Creek Capital Advisors, LLC 4,650,523$642,283,79923.65%
Thrive Wealth Management, LLC 616,229$85,107,33921.81%
View complete list of VANGUARD INDEX FDS shareholders