Gladstone Institutional Advisory 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
Gladstone Institutional Advisory LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,777,676
-4.2%
41,888
-1.3%
0.37%
+1.9%
Q2 2023$6,028,154
-1.3%
42,422
-4.1%
0.37%
-7.3%
Q1 2023$6,108,923
-12.7%
44,232
-11.3%
0.40%
-19.8%
Q4 2022$6,997,206
+114102.8%
49,848
+0.5%
0.49%
+3.1%
Q3 2022$6,127
-65.3%
49,618
-63.0%
0.48%
-65.7%
Q2 2022$17,672
-8.8%
133,997
+2.2%
1.40%
+6.7%
Q1 2022$19,371
+223.4%
131,079
+221.9%
1.31%
+182.3%
Q4 2021$5,990
+18.0%
40,718
+8.5%
0.46%
-6.5%
Q3 2021$5,078
+4.1%
37,515
+5.7%
0.50%
-14.3%
Q2 2021$4,877
+13.2%
35,476
+8.2%
0.58%
-13.6%
Q1 2021$4,310
+54.7%
32,788
+40.0%
0.67%
+20.7%
Q4 2020$2,786
+405.6%
23,416
+343.9%
0.56%
+320.5%
Q3 2020$551
-99.9%
5,275
+25.3%
0.13%
+23.4%
Q2 2020$419,000
+9.4%
4,210
-2.1%
0.11%
+8.1%
Q1 2020$383,000
+52.0%
4,299
+104.1%
0.10%
+59.7%
Q4 2019$252,000
-25.0%
2,106
-30.2%
0.06%
-27.1%
Q3 2019$336,000
-21.5%
3,017
-21.9%
0.08%
-34.6%
Q2 2019$428,000
-1.2%
3,865
-4.0%
0.13%
-18.2%
Q1 2019$433,000
+0.5%
4,024
-8.5%
0.16%
-36.7%
Q4 2018$431,0004,3960.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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