BTR CAPITAL MANAGEMENT INC - VANGUARD INDEX 500 FUND ownership

Quarter-by-quarter ownership
BTR CAPITAL MANAGEMENT INC ownership history of VANGUARD INDEX 500 FUND
ValueSharesWeighting
Q2 2019$735,000
+3.8%
2,7080.0%0.14%
+0.7%
Q1 2019$708,000
+12.9%
2,7080.0%0.14%
+3.0%
Q4 2018$627,000
-10.6%
2,708
+4.0%
0.13%
+8.2%
Q3 2018$701,000
+7.2%
2,6050.0%0.12%
-3.2%
Q2 2018$654,000
+3.0%
2,6050.0%0.13%
-0.8%
Q1 2018$635,000
-1.2%
2,6050.0%0.13%
+0.8%
Q4 2017$643,000
+6.1%
2,6050.0%0.13%
+1.6%
Q3 2017$606,000
+3.9%
2,6050.0%0.12%
+3.3%
Q2 2017$583,000
+14.8%
2,605
+11.8%
0.12%
+13.2%
Q1 2017$508,000
-20.9%
2,330
-27.3%
0.11%
-26.4%
Q4 2016$642,0000.0%3,2050.0%0.14%0.0%
Q3 2016$642,000
+2.2%
3,205
-1.1%
0.14%0.0%
Q2 2016$628,000
+1.9%
3,2400.0%0.14%
+0.7%
Q1 2016$616,000
-5.7%
3,240
-6.5%
0.14%
-3.4%
Q4 2015$653,000
+0.6%
3,466
-5.5%
0.15%
-4.5%
Q3 2015$649,000
-5.1%
3,666
+2.1%
0.16%
-3.7%
Q2 2015$684,000
-7.8%
3,590
-7.7%
0.16%
-10.6%
Q1 2015$742,000
-10.6%
3,890
-11.0%
0.18%
-20.4%
Q4 2014$830,000
+2.0%
4,370
-2.2%
0.23%
+0.4%
Q3 2014$814,000
-5.7%
4,470
-6.3%
0.22%
-5.1%
Q2 2014$863,000
-6.9%
4,770
-11.2%
0.24%
-12.2%
Q1 2014$927,000
-18.1%
5,370
-19.2%
0.27%
-16.4%
Q4 2013$1,132,000
+7.0%
6,645
-2.7%
0.32%
-2.7%
Q3 2013$1,058,000
+5.9%
6,826
+1.2%
0.33%
+6.8%
Q2 2013$999,0006,7450.31%
Other shareholders

There were no reported owners of VANGUARD INDEX 500 FUND in Q3 2023.

NameSharesValueWeighting ↓
View complete list of VANGUARD INDEX 500 FUND shareholders