MERITAGE PORTFOLIO MANAGEMENT - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,551 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.60 and the average weighting 1.4%.

Quarter-by-quarter ownership
MERITAGE PORTFOLIO MANAGEMENT ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$403
+6.3%
2,919
+9.6%
0.03%
+11.1%
Q2 2023$379
+10.5%
2,664
+7.3%
0.03%
+3.8%
Q1 2023$343
-11.1%
2,482
-9.8%
0.03%
-13.3%
Q4 2022$386
-99.9%
2,752
-6.0%
0.03%0.0%
Q3 2022$362,000
-11.7%
2,929
-5.8%
0.03%
-6.2%
Q2 2022$410,000
+14.5%
3,110
+28.5%
0.03%
+45.5%
Q1 2022$358,000
-1.4%
2,420
-1.9%
0.02%
+4.8%
Q4 2021$363,000
+39.6%
2,467
+28.4%
0.02%
+31.2%
Q3 2021$260,000
-1.5%
1,9220.0%0.02%0.0%
Q2 2021$264,000
-5.7%
1,922
-9.8%
0.02%
-15.8%
Q1 2021$280,000
+10.2%
2,1310.0%0.02%0.0%
Q4 2020$254,000
-48.0%
2,131
-54.4%
0.02%
-56.8%
Q3 2020$488,000
-70.2%
4,671
-71.6%
0.04%
-72.0%
Q2 2020$1,637,000
-62.1%
16,435
-54.3%
0.16%
-58.6%
Q4 2019$4,314,000
-64.2%
35,994
-66.6%
0.38%
-66.8%
Q3 2019$12,042,000
+1954.9%
107,883
+1940.5%
1.14%
+1805.0%
Q2 2019$586,000
-94.0%
5,287
-94.2%
0.06%
-93.9%
Q1 2019$9,764,000
-71.9%
90,717
-74.4%
0.99%
-75.1%
Q4 2018$34,754,000
+14027.6%
354,812
+15832.3%
3.96%
+17139.1%
Q3 2018$246,000
+2.1%
2,227
-3.9%
0.02%0.0%
Q2 2018$241,000
+0.8%
2,3170.0%0.02%0.0%
Q1 2018$239,000
-6.3%
2,317
-9.2%
0.02%
-8.0%
Q3 2017$255,0002,5530.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Peninsula Wealth, LLC 458,742$54,980,00025.45%
Permanens Capital L.P. 834,780$100,048,00025.13%
VISTA CAPITAL PARTNERS, INC. 1,027,804$123,182,00023.06%
Cornerstone Management, Inc. 364,210$43,650,56918.51%
JONES FINANCIAL COMPANIES LLLP 75,825,475$9,087,684,00018.18%
Brickley Wealth Management 401,848$48,162,00017.55%
CAPITAL WEALTH MANAGEMENT, LLC 140,172$16,800,00017.14%
TL Private Wealth 155,748$18,760,00016.22%
CBIZ Investment Advisory Services, LLC 1,252,314$150,841,00016.02%
Cable Hill Partners, LLC 397,717$47,666,00014.35%
View complete list of VANGUARD INDEX FDS shareholders