BELLEVUE ASSET MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,612 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.37 and the average weighting 1.6%.

Quarter-by-quarter ownership
BELLEVUE ASSET MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$29,712
-2.3%
215
+0.5%
0.02%
+5.3%
Q2 2023$30,414
+3.6%
214
+0.9%
0.02%
-5.0%
Q1 2023$29,367
-0.3%
212
+0.5%
0.02%
-13.0%
Q4 2022$29,466
+13.3%
211
+0.5%
0.02%
+15.0%
Q3 2022$26,000
-7.1%
210
+1.0%
0.02%0.0%
Q2 2022$28,000
-9.7%
208
+0.5%
0.02%
+5.3%
Q1 2022$31,000
+3.3%
207
+1.5%
0.02%
+5.6%
Q4 2021$30,000
+7.1%
204
+0.5%
0.02%
+5.9%
Q3 2021$28,0000.0%203
+0.5%
0.02%0.0%
Q2 2021$28,000
+3.7%
202
+0.5%
0.02%0.0%
Q1 2021$27,000
+12.5%
2010.0%0.02%
+13.3%
Q4 2020$24,000
+14.3%
201
+0.5%
0.02%0.0%
Q3 2020$21,000
+5.0%
2000.0%0.02%
-28.6%
Q2 2020$20,0000.0%2000.0%0.02%0.0%
Q1 2020$20,000
-16.7%
2000.0%0.02%
+10.5%
Q4 2019$24,0002000.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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