LAKE STREET PRIVATE WEALTH, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 937 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 0.47 and the average weighting 1.1%.

Quarter-by-quarter ownership
LAKE STREET PRIVATE WEALTH, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$30,612,075
+3.7%
190,833
+5.3%
3.96%
-2.7%
Q1 2024$29,521,508
+7.8%
181,272
-1.1%
4.08%
-5.5%
Q4 2023$27,389,486
+18.8%
183,207
+10.3%
4.31%
+4.0%
Q3 2023$23,052,058
+15.4%
166,045
+18.2%
4.15%
+18.2%
Q2 2023$19,968,594
+7.6%
140,525
+4.6%
3.51%
+1.3%
Q1 2023$18,556,625
+1.5%
134,361
+3.2%
3.46%
-8.4%
Q4 2022$18,281,990
+22.7%
130,241
+7.9%
3.78%
+10.5%
Q3 2022$14,900,000
-5.8%
120,670
+0.6%
3.42%
+2.7%
Q2 2022$15,811,000
-8.4%
119,892
+2.6%
3.33%
+7.5%
Q1 2022$17,263,000
+29.8%
116,813
+29.2%
3.10%
+32.8%
Q4 2021$13,300,000
+11.3%
90,405
+2.4%
2.33%
-19.5%
Q3 2021$11,947,000
+21.4%
88,254
+24.1%
2.90%
+15.9%
Q2 2021$9,839,000
+23.5%
71,099
+17.3%
2.50%
+13.7%
Q1 2021$7,969,000
+17.0%
60,618
+5.9%
2.20%
+12.0%
Q4 2020$6,809,000
+11.0%
57,236
-2.5%
1.97%
-4.6%
Q3 2020$6,132,000
+5.8%
58,674
+0.9%
2.06%
-4.1%
Q2 2020$5,794,000
+12.7%
58,179
+0.8%
2.15%
-8.2%
Q1 2020$5,139,000
-12.6%
57,706
+17.6%
2.34%
+3.9%
Q4 2019$5,882,000
+10.5%
49,074
+2.9%
2.25%
-7.0%
Q3 2019$5,323,000
-36.3%
47,691
-36.7%
2.42%
-50.8%
Q2 2019$8,352,000
+3.9%
75,301
+0.9%
4.92%
-10.9%
Q1 2019$8,035,00074,6515.52%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2019
NameSharesValueWeighting ↓
VISTA CAPITAL PARTNERS, INC. 1,193,693$99,506,00031.24%
Cable Hill Partners, LLC 374,762$31,484,00023.73%
PROVIDA PENSION FUND ADMINISTRATOR 9,688,696$807,650,00017.73%
INR ADVISORY SERVICES LLC 1,079,157$89,959,00017.60%
MISSION WEALTH MANAGEMENT, LP 444,660$37,218,00012.73%
Cornerstone Management, Inc. 211,998$17,672,15312.63%
IBBOTSON ASSOCIATES INC 216,085$18,013,00012.13%
Strategic Income Management, LLC 228,318$19,072,00011.10%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 6,283,013$523,752,00010.73%
Garde Capital, Inc. 422,268$35,200,00010.58%
View complete list of VANGUARD INDEX FDS shareholders