Morton Capital Management LLC/CA - 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
Morton Capital Management LLC/CA ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$283,033
-12.2%
2,052
-9.6%
0.10%
-9.1%
Q2 2023$322,425
+48.6%
2,269
+44.4%
0.11%
+42.9%
Q1 2023$216,971
-0.9%
1,571
+0.8%
0.08%
-9.4%
Q4 2022$218,837
+3.4%
1,559
-9.0%
0.08%
-11.5%
Q3 2022$211,645
-45.2%
1,714
-41.5%
0.10%
-42.9%
Q2 2022$386,145
+66.1%
2,928
+86.1%
0.17%
+76.8%
Q1 2022$232,458
+0.4%
1,5730.0%0.10%
+1.1%
Q4 2021$231,4601,5730.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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