Pasadena Private Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,780 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.36 and the average weighting 1.9%.

Quarter-by-quarter ownership
Pasadena Private Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$53,676,578
-1.0%
389,158
+2.0%
16.07%
+5.3%
Q2 2023$54,214,622
+2.5%
381,524
-0.4%
15.27%
-0.2%
Q1 2023$52,889,190
-0.7%
382,950
+1.0%
15.30%
-6.9%
Q4 2022$53,245,675
+28.1%
379,324
+12.7%
16.43%
+12.4%
Q3 2022$41,558,000
-2.0%
336,560
+4.6%
14.62%
+0.7%
Q2 2022$42,422,000
+0.2%
321,670
+12.3%
14.52%
+5.4%
Q1 2022$42,320,000
-4.4%
286,372
-4.9%
13.78%
-4.9%
Q4 2021$44,286,000
+11.4%
301,040
+2.5%
14.50%
+4.1%
Q3 2021$39,769,000
-2.2%
293,780
-0.7%
13.93%
+0.1%
Q2 2021$40,676,000
+7.5%
295,913
+2.8%
13.92%
+1.7%
Q1 2021$37,838,000
+11.2%
287,825
+0.6%
13.69%
+6.5%
Q4 2020$34,021,000
+7.8%
285,985
-5.3%
12.86%
+5.0%
Q3 2020$31,562,000
+4.9%
301,997
-0.0%
12.25%
+7.3%
Q2 2020$30,086,000
+6.0%
302,100
+1.4%
11.41%
-2.3%
Q1 2020$28,384,000
-8.5%
297,838
+15.1%
11.69%
-14.1%
Q4 2019$31,005,000
+7.6%
258,700
+0.3%
13.60%
+2.4%
Q3 2019$28,802,000
+0.3%
258,034
-0.4%
13.29%
-2.2%
Q2 2019$28,722,000
+10.8%
258,942
+7.6%
13.59%
-51.6%
Q1 2019$25,911,000
+34.1%
240,745
+22.1%
28.04%
+8.6%
Q4 2018$19,318,000197,22825.82%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
VISTA CAPITAL PARTNERS, INC. 1,152,956$107,236,00029.17%
Coyle Financial Counsel LLC 106,833$9,937,00021.42%
Horizon Investments, LLC 3,101,206$288,443,00019.88%
INR ADVISORY SERVICES LLC 1,201,125$111,717,00018.63%
FOUNDERS FINANCIAL SECURITIES LLC 452,957$42,130,00017.50%
Cornerstone Management, Inc. 309,132$28,752,36716.48%
EP Wealth Advisors, LLC 1,388,352$110,318,00016.12%
Permanens Capital L.P. 384,283$35,742,00015.09%
Cable Hill Partners, LLC 354,005$32,926,00014.88%
Garde Capital, Inc. 499,539$46,462,00013.37%
View complete list of VANGUARD INDEX FDS shareholders