CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,780 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.36 and the average weighting 1.9%.

Quarter-by-quarter ownership
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$110,581,842
+4.9%
801,724
+8.1%
3.09%
+4.7%
Q2 2023$105,432,211
-20.0%
741,958
-22.2%
2.96%
-24.0%
Q1 2023$131,785,542
+3165.9%
954,207
+3219.3%
3.89%
+2492.7%
Q4 2022$4,035,216
+32.2%
28,747
+24.2%
0.15%
+18.1%
Q2 2022$3,052,000
-13.5%
23,139
-3.1%
0.13%
+0.8%
Q1 2022$3,530,000
-18.1%
23,889
-18.4%
0.13%
-19.7%
Q4 2021$4,308,000
+11.3%
29,283
+2.4%
0.16%
+3.3%
Q3 2021$3,871,000
-0.9%
28,596
+0.6%
0.15%
-5.0%
Q2 2021$3,908,000
+4.6%
28,427
+0.0%
0.16%
-9.6%
Q1 2021$3,737,000
+13.0%
28,425
+2.3%
0.18%
+9.3%
Q4 2020$3,306,000
+3.2%
27,793
-9.4%
0.16%
-10.5%
Q3 2020$3,205,000
+2.3%
30,667
-2.5%
0.18%
-5.2%
Q2 2020$3,132,000
-14.3%
31,448
+3.2%
0.19%
-34.1%
Q4 2019$3,653,000
+8.4%
30,476
+1.0%
0.29%
-1.4%
Q3 2019$3,370,000
+3.5%
30,188
+2.9%
0.29%
-9.8%
Q2 2019$3,255,000
+15.7%
29,341
+12.3%
0.33%
+5.8%
Q1 2019$2,813,000
+15.2%
26,137
+4.9%
0.31%
+26.7%
Q4 2018$2,441,000
-11.5%
24,9250.0%0.24%
-5.4%
Q3 2018$2,759,000
+6.5%
24,925
-0.1%
0.26%
+1.6%
Q2 2018$2,590,000
+0.6%
24,9490.0%0.25%
-1.6%
Q1 2018$2,574,000
+0.8%
24,949
+3.9%
0.26%
-1.9%
Q4 2017$2,553,000
+2.6%
24,010
-3.7%
0.26%
-0.4%
Q3 2017$2,488,000
+6.7%
24,929
+3.2%
0.26%
+1.2%
Q2 2017$2,332,000
-1.6%
24,150
-2.8%
0.26%
-1.9%
Q1 2017$2,370,000
-27.2%
24,850
-29.0%
0.26%
-28.8%
Q4 2016$3,254,000
+5.6%
34,989
-1.2%
0.37%
-1.1%
Q3 2016$3,082,000
+41.4%
35,422
+38.2%
0.38%
+19.4%
Q2 2016$2,179,000
+0.6%
25,634
-2.5%
0.32%
-7.4%
Q1 2016$2,167,000
+5.3%
26,302
+4.2%
0.34%
-1.7%
Q4 2015$2,058,000
+8.9%
25,244
+2.5%
0.35%
-2.5%
Q3 2015$1,890,000
-18.7%
24,623
-11.7%
0.36%
-23.5%
Q2 2015$2,325,000
+15.0%
27,887
+15.4%
0.46%
+3.1%
Q1 2015$2,022,000
-4.9%
24,161
-4.0%
0.45%
-2.4%
Q4 2014$2,127,000
-3.5%
25,174
-7.3%
0.46%
-2.1%
Q3 2014$2,204,000
-0.8%
27,144
-1.0%
0.47%
+7.8%
Q2 2014$2,221,000
+3.5%
27,431
-0.1%
0.44%
-7.8%
Q1 2014$2,145,000
+2.3%
27,462
+0.0%
0.47%
-9.7%
Q4 2013$2,097,000
+13.9%
27,452
+4.1%
0.52%
+5.0%
Q3 2013$1,841,00026,3830.50%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Saudi Central Bank 756,686$111,316,000100.00%
Permanens Capital L.P. 1,059,590$126,049,00026.53%
VISTA CAPITAL PARTNERS, INC. 1,029,045$122,415,00020.29%
Peninsula Wealth, LLC 426,094$50,688,00019.02%
Cornerstone Management, Inc. 462,881$55,064,32417.41%
Foster Group, Inc. 789,564$92,916,00017.19%
JONES FINANCIAL COMPANIES LLLP 75,927,528$9,032,339,00016.54%
CBIZ Investment Advisory Services, LLC 1,502,129$178,691,00016.54%
TL Private Wealth 211,915$26,099,00016.50%
Jacobsen Capital Management 230,886$27,466,00016.28%
View complete list of VANGUARD INDEX FDS shareholders