TRANSCEND CAPITAL ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 46 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
TRANSCEND CAPITAL ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,488,421
-9.6%
39,791
-6.9%
0.54%
-7.6%
Q2 2023$6,074,518
-16.7%
42,748
-19.0%
0.58%
-23.9%
Q1 2023$7,292,801
-28.4%
52,804
-27.2%
0.76%
-31.3%
Q4 2022$10,182,919
+50.1%
72,543
+32.0%
1.11%
+47.4%
Q3 2022$6,785,000
-6.1%
54,945
+0.3%
0.75%
-0.1%
Q2 2022$7,227,000
-4.7%
54,799
+6.8%
0.75%
+10.9%
Q1 2022$7,584,000
+1.6%
51,316
+1.1%
0.68%
+2.7%
Q4 2021$7,468,000
+4.6%
50,762
+2.0%
0.66%
+3.1%
Q3 2021$7,142,000
+38.3%
49,751
+32.4%
0.64%
-13.9%
Q2 2021$5,165,000
+145.6%
37,585
+135.0%
0.74%
+193.7%
Q1 2021$2,103,000
+12.1%
15,993
+1.4%
0.25%
+2.8%
Q4 2020$1,876,000
+29.6%
15,769
+13.9%
0.25%
-6.5%
Q3 2020$1,447,000
+5.2%
13,846
+0.3%
0.26%
-41.2%
Q2 2020$1,375,000
-15.7%
13,808
-24.6%
0.45%
-8.6%
Q1 2020$1,632,000
+343.5%
18,323
+497.4%
0.49%
+393.9%
Q4 2019$368,0003,0670.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 1,678,868$135,904,00045.71%
VISTA CAPITAL PARTNERS, INC. 1,254,886$101,583,00032.81%
INR ADVISORY SERVICES LLC 1,160,892$93,974,00019.27%
IBBOTSON ASSOCIATES INC 122,392$9,908,00013.61%
Garde Capital, Inc. 403,244$32,643,00012.84%
STRINGER ASSET MANAGEMENT, LLC 209,230$16,937,00010.49%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 4,765,645$385,779,0009.78%
Blue Edge Capital, LLC 169,001$13,680,631,0009.28%
Lubar & Co., Inc 198,221$16,046,0008.86%
Financial Planning & Information Services, Inc. 161,040$13,036,0008.78%
View complete list of VANGUARD INDEX FDS shareholders