American Institute for Advanced Investment Management, LLP - 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
American Institute for Advanced Investment Management, LLP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,421,230
+11.6%
10,304
+15.0%
1.32%
+18.2%
Q2 2023$1,273,222
+12.1%
8,960
+8.9%
1.11%
-8.0%
Q1 2023$1,135,958
-6.3%
8,225
-4.8%
1.21%
+9.3%
Q4 2022$1,212,797
+9.3%
8,640
-3.9%
1.11%
+6.8%
Q3 2022$1,110,000
-5.8%
8,991
+0.7%
1.04%
+0.5%
Q2 2022$1,178,000
-3.8%
8,931
+7.8%
1.03%
+16.2%
Q1 2022$1,224,000
+19.1%
8,281
+18.5%
0.89%
+28.3%
Q4 2021$1,028,000
+13.6%
6,989
+4.6%
0.69%
+8.0%
Q3 2021$905,000
+21.3%
6,684
+23.2%
0.64%
+21.9%
Q2 2021$746,000
+4.6%
5,4250.0%0.53%
-3.3%
Q1 2021$713,000
+26.0%
5,425
+14.1%
0.54%
+19.6%
Q4 2020$566,000
+15.0%
4,755
+1.1%
0.46%
+2.9%
Q3 2020$492,000
+47.7%
4,705
+40.5%
0.44%
+40.8%
Q2 2020$333,000
+13.3%
3,348
+1.5%
0.31%
-1.6%
Q1 2020$294,000
-37.7%
3,298
-16.3%
0.32%
-30.0%
Q4 2019$472,0003,9380.46%
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