Berman Capital Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,551 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.60 and the average weighting 1.4%.

Quarter-by-quarter ownership
Berman Capital Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2021$9,272,000
-1.0%
68,494
+0.5%
1.46%
-2.2%
Q2 2021$9,370,000
+14.4%
68,170
+9.4%
1.49%
-12.9%
Q1 2021$8,192,000
+7.5%
62,322
-2.7%
1.71%
-6.1%
Q4 2020$7,619,000
+17.4%
64,050
+3.1%
1.82%
-1.0%
Q3 2020$6,492,000
-0.7%
62,126
-5.3%
1.84%
+7.5%
Q2 2020$6,535,000
-14.0%
65,622
-23.1%
1.72%
-30.0%
Q1 2020$7,597,000
-28.7%
85,304
-4.0%
2.45%
-20.2%
Q4 2019$10,650,000
-14.7%
88,865
-20.6%
3.07%
-21.2%
Q3 2019$12,490,000
-1.4%
111,906
-1.8%
3.89%
-3.4%
Q2 2019$12,663,000
-12.7%
114,007
-15.4%
4.03%
-17.0%
Q1 2019$14,506,000
-3.0%
134,783
-11.8%
4.86%
-17.3%
Q4 2018$14,962,000
-16.3%
152,764
-5.5%
5.87%
-22.0%
Q3 2018$17,885,000
-6.1%
161,593
-11.9%
7.53%
+13.7%
Q2 2018$19,041,000
+9.3%
183,387
+8.6%
6.62%
-0.3%
Q1 2018$17,422,000
-3.9%
168,853
-1.0%
6.64%
+10.7%
Q4 2017$18,132,000170,5386.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Saudi Central Bank 756,686$111,316,000100.00%
Permanens Capital L.P. 1,059,590$126,049,00026.53%
VISTA CAPITAL PARTNERS, INC. 1,029,045$122,415,00020.29%
Peninsula Wealth, LLC 426,094$50,688,00019.02%
Cornerstone Management, Inc. 462,881$55,064,32417.41%
Foster Group, Inc. 789,564$92,916,00017.19%
JONES FINANCIAL COMPANIES LLLP 75,927,528$9,032,339,00016.54%
CBIZ Investment Advisory Services, LLC 1,502,129$178,691,00016.54%
TL Private Wealth 211,915$26,099,00016.50%
Jacobsen Capital Management 230,886$27,466,00016.28%
View complete list of VANGUARD INDEX FDS shareholders