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

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,612 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.37 and the average weighting 1.6%.

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 Q3 2022
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 1,678,868$135,904,00045.71%
VISTA CAPITAL PARTNERS, INC. 1,254,886$101,583,00032.81%
INR ADVISORY SERVICES LLC 1,160,892$93,974,00019.27%
IBBOTSON ASSOCIATES INC 122,392$9,908,00013.61%
Garde Capital, Inc. 403,244$32,643,00012.84%
STRINGER ASSET MANAGEMENT, LLC 209,230$16,937,00010.49%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 4,765,645$385,779,0009.78%
Blue Edge Capital, LLC 169,001$13,680,631,0009.28%
Lubar & Co., Inc 198,221$16,046,0008.86%
Financial Planning & Information Services, Inc. 161,040$13,036,0008.78%
View complete list of VANGUARD INDEX FDS shareholders