SIMON QUICK ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 584 filers reported holding VANGUARD INDEX FDS in Q3 2017. The put-call ratio across all filers is 0.48 and the average weighting 1.3%.

Quarter-by-quarter ownership
SIMON QUICK ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$51,924,505
-2.0%
376,455
+1.0%
4.90%
+0.1%
Q2 2023$52,957,969
+18.0%
372,681
+14.7%
4.89%
+0.5%
Q1 2023$44,881,195
+7.2%
324,967
+8.9%
4.87%
-2.1%
Q4 2022$41,874,870
+12.2%
298,318
-1.3%
4.97%
-5.8%
Q3 2022$37,327,000
+4.7%
302,290
+16.6%
5.28%
+13.0%
Q2 2022$35,644,000
+60.4%
259,228
+72.4%
4.67%
-25.9%
Q1 2022$22,221,000
+24.6%
150,362
+24.0%
6.30%
+32.1%
Q4 2021$17,835,000
+15.2%
121,233
+6.0%
4.77%
+19.7%
Q3 2021$15,486,000
+12.6%
114,401
+14.4%
3.98%
+9.5%
Q2 2021$13,748,000
+61.2%
100,020
+54.2%
3.64%
+45.1%
Q1 2021$8,526,000
+18.3%
64,859
+7.0%
2.51%
+15.4%
Q4 2020$7,208,000
-16.0%
60,590
-26.2%
2.17%
-11.0%
Q3 2020$8,579,000
+3.0%
82,083
-1.8%
2.44%
-22.5%
Q2 2020$8,326,000
+18.1%
83,605
+5.6%
3.15%
+20.6%
Q1 2020$7,050,000
+6.9%
79,161
+43.8%
2.62%
+9.5%
Q4 2019$6,596,000
+23.1%
55,035
+14.7%
2.39%
+0.9%
Q3 2019$5,357,000
-99.9%
47,994
+10.5%
2.37%
-3.1%
Q2 2019$4,819,679,000
+117625.4%
43,452
+14.2%
2.44%
+43.1%
Q1 2019$4,094,000
+119.8%
38,039
+100.0%
1.71%
+152.1%
Q4 2018$1,863,000
-7.2%
19,021
+4.9%
0.68%
-16.5%
Q3 2018$2,007,000
+13.8%
18,129
+6.7%
0.81%
+8.3%
Q2 2018$1,764,000
+1.6%
16,994
+1.0%
0.75%
+3.0%
Q1 2018$1,736,000
-11.5%
16,822
-4.5%
0.73%
-16.9%
Q4 2017$1,961,000
+40.2%
17,612
+25.7%
0.88%
+72.6%
Q3 2017$1,399,000
+4.1%
14,016
+0.7%
0.51%
-33.2%
Q2 2017$1,344,000
+1.8%
13,922
+0.6%
0.76%
-2.9%
Q1 2017$1,320,000
+236.7%
13,843
+228.8%
0.78%
+166.9%
Q4 2016$392,0004,2100.29%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2017
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