Alera Investment Advisors, LLC - VANGUARD INDEX FDS ownership

Back to all holdings Add to watchlist

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,779 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.

Links
Filings
External links
Quarter-by-quarter ownership
Alera Investment Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,174,888
-2.9%
8,518
-0.0%
0.19%
-25.7%
Q2 2023$1,210,504
+2.6%
8,519
-0.3%
0.26%
-4.0%
Q1 2023$1,180,244
-1.6%
8,546
+0.0%
0.27%
-3.9%
Q4 2022$1,199,462
+13.7%
8,5450.0%0.28%
-5.4%
Q3 2022$1,055,000
-6.4%
8,5450.0%0.30%
-5.1%
Q2 2022$1,127,000
-10.8%
8,5450.0%0.32%
+9.0%
Q1 2022$1,263,000
+0.4%
8,545
-0.0%
0.29%
-16.2%
Q4 2021$1,258,000
+8.7%
8,549
+0.0%
0.34%
+0.9%
Q3 2021$1,157,000
-1.5%
8,5450.0%0.34%
-3.1%
Q2 2021$1,175,000
-19.2%
8,545
-22.7%
0.35%
-26.3%
Q1 2021$1,454,000
-1.1%
11,057
-10.5%
0.48%
-7.5%
Q4 2020$1,470,000
+23.5%
12,355
+8.5%
0.52%
+9.3%
Q3 2020$1,190,000
+4.9%
11,3870.0%0.47%
-20.6%
Q2 2020$1,134,000
+2420.0%
11,387
+2598.3%
0.60%
+2613.6%
Q1 2019$45,000
-44.4%
422
-49.0%
0.02%
-55.1%
Q4 2018$81,000–828–0.05%–
 Download
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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