Gradient Capital Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,316 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.45 and the average weighting 1.3%.

Quarter-by-quarter ownership
Gradient Capital Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$950,776
-2.9%
6,8930.0%0.40%
+1.0%
Q2 2023$979,520
+1.9%
6,893
-0.9%
0.39%
-3.9%
Q1 2023$961,132
-2.8%
6,959
-1.2%
0.41%
-8.9%
Q4 2022$988,651
+5.0%
7,043
-7.7%
0.45%
-0.2%
Q3 2022$942,000
-35.5%
7,631
-31.1%
0.45%
-35.8%
Q2 2022$1,460,000
-11.0%
11,073
-0.2%
0.70%
+0.9%
Q1 2022$1,640,000
+0.4%
11,0980.0%0.70%
+2.2%
Q4 2021$1,633,000
+16.2%
11,098
+6.9%
0.68%
+5.6%
Q3 2021$1,405,000
+15.2%
10,379
+16.9%
0.64%
+12.6%
Q2 2021$1,220,000
+27.3%
8,876
+21.9%
0.57%
+12.8%
Q1 2021$958,000
+120.2%
7,284
+99.4%
0.51%
+104.4%
Q4 2020$435,000
+17.9%
3,653
+3.6%
0.25%
+7.8%
Q3 2020$369,000
+7.9%
3,526
+2.8%
0.23%
-0.4%
Q2 2020$342,000
-16.8%
3,430
-25.6%
0.23%
-30.4%
Q1 2020$411,000
-26.1%
4,613
-0.5%
0.33%
-14.2%
Q4 2019$556,000
+7.5%
4,6360.0%0.39%
+0.3%
Q3 2019$517,000
+0.6%
4,6360.0%0.39%
-2.3%
Q2 2019$514,000
+3.4%
4,636
+0.3%
0.40%
-0.3%
Q1 2019$497,000
+41.2%
4,621
+28.5%
0.40%
+30.3%
Q4 2018$352,000
+38.0%
3,595
+56.2%
0.30%
+41.4%
Q3 2018$255,000
+6.7%
2,3020.0%0.22%
-3.2%
Q2 2018$239,000
+1.3%
2,302
+0.6%
0.22%
-5.9%
Q1 2018$236,000
-2.5%
2,289
+0.6%
0.24%
-4.8%
Q4 2017$242,0002,2760.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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