BEESE FULMER INVESTMENT MANAGEMENT, INC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 402 filers reported holding VANGUARD INDEX FDS in Q1 2016. The put-call ratio across all filers is 0.07 and the average weighting 1.4%.

Quarter-by-quarter ownership
BEESE FULMER INVESTMENT MANAGEMENT, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$617,513
-2.7%
4,477
+0.2%
0.07%
+1.4%
Q2 2023$634,619
+4.0%
4,466
+1.1%
0.07%
-1.4%
Q1 2023$610,308
+0.2%
4,419
+1.8%
0.07%
-4.1%
Q4 2022$609,065
+15.4%
4,339
+1.5%
0.07%
+2.8%
Q3 2022$528,000
-2.6%
4,273
+3.9%
0.07%
+2.9%
Q2 2022$542,000
-8.6%
4,112
+2.5%
0.07%
+7.8%
Q1 2022$593,000
+3.1%
4,011
+2.6%
0.06%
+6.7%
Q4 2021$575,000
+7.3%
3,910
-1.3%
0.06%0.0%
Q3 2021$536,000
-0.7%
3,961
+0.8%
0.06%
-1.6%
Q2 2021$540,000
+3.6%
3,931
-0.8%
0.06%
-3.2%
Q1 2021$521,000
-5.6%
3,963
-14.7%
0.06%
-11.3%
Q4 2020$552,000
+8.2%
4,644
-4.8%
0.07%
-1.4%
Q3 2020$510,000
+2.8%
4,879
-2.0%
0.07%
-1.4%
Q2 2020$496,000
+12.0%
4,9790.0%0.07%
-7.6%
Q1 2020$443,000
-20.3%
4,979
+7.4%
0.08%
+1.3%
Q4 2019$556,000
+7.1%
4,636
-0.2%
0.08%0.0%
Q3 2019$519,000
+0.8%
4,6470.0%0.08%
-20.4%
Q2 2019$515,000
+3.2%
4,647
+0.3%
0.10%0.0%
Q1 2019$499,000
+9.9%
4,6320.0%0.10%
-3.9%
Q4 2018$454,000
-11.7%
4,632
-0.3%
0.10%
+1.0%
Q3 2018$514,000
+2.2%
4,644
-4.1%
0.10%
-3.8%
Q2 2018$503,000
+4.4%
4,844
+3.6%
0.10%
-0.9%
Q1 2018$482,000
-18.9%
4,674
-16.3%
0.11%
-16.5%
Q4 2017$594,000
+6.5%
5,5870.0%0.13%0.0%
Q3 2017$558,000
-4.0%
5,587
-7.1%
0.13%
-8.6%
Q2 2017$581,000
+3.4%
6,017
+2.0%
0.14%
+1.5%
Q1 2017$562,000
+2.6%
5,8970.0%0.14%
-3.5%
Q4 2016$548,000
+14.9%
5,897
+7.6%
0.14%
+10.1%
Q3 2016$477,000
+6.0%
5,480
+3.4%
0.13%
+0.8%
Q2 2016$450,000
+9.0%
5,300
+4.9%
0.13%
+6.7%
Q1 2016$413,000
-2.6%
5,053
-2.9%
0.12%
-8.4%
Q4 2015$424,000
+7.6%
5,203
+1.4%
0.13%
+0.8%
Q3 2015$394,000
+8.2%
5,129
+17.4%
0.13%
+11.1%
Q2 2015$364,000
-11.2%
4,368
-9.9%
0.12%
-9.3%
Q4 2014$410,000
+2.2%
4,847
-1.9%
0.13%
-0.8%
Q3 2014$401,000
-9.1%
4,942
-9.2%
0.13%
-9.1%
Q2 2014$441,000
+37.0%
5,442
+31.9%
0.14%
+27.7%
Q1 2014$322,000
+2.2%
4,1270.0%0.11%0.0%
Q4 2013$315,000
+26.0%
4,127
+15.4%
0.11%
+14.3%
Q3 2013$250,000
-74.4%
3,577
-75.3%
0.10%
-53.3%
Q2 2013$978,00014,4540.21%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2016
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