MERITAGE PORTFOLIO MANAGEMENT - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,744 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.7%.

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 Q1 2023
NameSharesValueWeighting ↓
VISTA CAPITAL PARTNERS, INC. 1,152,956$107,236,00029.17%
Coyle Financial Counsel LLC 106,833$9,937,00021.42%
Horizon Investments, LLC 3,101,206$288,443,00019.88%
INR ADVISORY SERVICES LLC 1,201,125$111,717,00018.63%
FOUNDERS FINANCIAL SECURITIES LLC 452,957$42,130,00017.50%
Cornerstone Management, Inc. 309,132$28,752,36716.48%
EP Wealth Advisors, LLC 1,388,352$110,318,00016.12%
Permanens Capital L.P. 384,283$35,742,00015.09%
Cable Hill Partners, LLC 354,005$32,926,00014.88%
Garde Capital, Inc. 499,539$46,462,00013.37%
View complete list of VANGUARD INDEX FDS shareholders