Lion Street Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,780 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.36 and the average weighting 1.9%.

Quarter-by-quarter ownership
Lion Street Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,579,854
+8.8%
11,454
+12.6%
0.52%
+5.7%
Q2 2023$1,451,667
-3.1%
10,170
-6.2%
0.49%
+5.2%
Q1 2023$1,497,393
+430.9%
10,842
+448.7%
0.46%
+213.5%
Q4 2022$282,054
+11.5%
1,976
-3.8%
0.15%
+17.5%
Q3 2022$253,000
-10.3%
2,055
+4.0%
0.13%
-14.9%
Q2 2022$282,000
-4.7%
1,976
-1.2%
0.15%
-2.6%
Q1 2022$296,000
+0.3%
1,999
-0.3%
0.15%
+5.6%
Q4 2021$295,000
+10.1%
2,005
+1.5%
0.14%
-0.7%
Q3 2021$268,000
+25.8%
1,976
-3.1%
0.14%
-66.4%
Q3 2020$213,000
+195.8%
2,039
+153.0%
0.43%
+10.2%
Q1 2020$72,0008060.39%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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