Bay Harbor Wealth Management, LLC - VANGUARD INDEX FDS ownership

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%.

Quarter-by-quarter ownership
Bay Harbor Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$17,048,975
-5.0%
123,606
-2.2%
7.17%
-2.1%
Q2 2023$17,955,471
+0.4%
126,358
-2.5%
7.32%
-3.6%
Q1 2023$17,892,150
+100350.0%
129,550
+2.1%
7.60%
-4.9%
Q4 2022$17,812
-99.9%
126,894
-1.4%
7.98%
+6.7%
Q3 2022$15,889,000
-4.0%
128,680
+2.6%
7.49%
+0.2%
Q2 2022$16,544,000
-14.4%
125,445
-4.1%
7.47%
-4.4%
Q1 2022$19,322,000
+1.4%
130,751
+0.6%
7.81%
+1.8%
Q4 2021$19,059,000
+10.6%
129,961
+2.1%
7.67%
+5.5%
Q3 2021$17,227,000
-5.1%
127,260
-3.7%
7.27%
-6.0%
Q2 2021$18,157,000
+6.2%
132,090
+1.5%
7.74%
-1.4%
Q1 2021$17,102,000
+9.4%
130,095
-1.0%
7.84%
+10.7%
Q4 2020$15,627,000
+16.2%
131,366
+2.1%
7.09%
+5.9%
Q3 2020$13,448,000
+5.6%
128,677
+0.6%
6.70%
-1.4%
Q2 2020$12,738,000
+13.7%
127,905
+1.7%
6.79%
-0.1%
Q1 2020$11,202,000
-18.5%
125,776
+9.7%
6.80%
-8.4%
Q4 2019$13,744,000
+13.5%
114,679
+5.7%
7.42%
+2.6%
Q3 2019$12,108,000
+5.1%
108,478
+4.5%
7.24%
+1.3%
Q2 2019$11,518,000
+12.8%
103,841
+9.5%
7.14%
+2.6%
Q1 2019$10,209,000
+17.1%
94,853
+6.5%
6.96%
+0.3%
Q4 2018$8,721,00089,0326.94%
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