SHEETS SMITH WEALTH MANAGEMENT - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,332 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 1.3%.

Quarter-by-quarter ownership
SHEETS SMITH WEALTH MANAGEMENT ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,570,601
-2.9%
18,6370.0%0.39%
+1.0%
Q2 2023$2,648,318
+2.9%
18,6370.0%0.39%
-1.5%
Q1 2023$2,573,956
-1.6%
18,6370.0%0.39%
-3.9%
Q4 2022$2,616,076
+13.7%
18,6370.0%0.41%
+6.5%
Q3 2022$2,301,000
-6.4%
18,6370.0%0.38%
-5.2%
Q2 2022$2,458,000
-10.7%
18,6370.0%0.40%
+6.6%
Q1 2022$2,754,000
+0.4%
18,6370.0%0.38%
+11.8%
Q4 2021$2,742,000
+8.7%
18,6370.0%0.34%
-0.6%
Q3 2021$2,523,000
-1.5%
18,6370.0%0.34%
-0.9%
Q2 2021$2,562,000
+4.6%
18,6370.0%0.34%
-4.2%
Q1 2021$2,450,000
+10.5%
18,6370.0%0.36%
+7.5%
Q4 2020$2,217,000
+13.8%
18,6370.0%0.34%
-1.2%
Q3 2020$1,948,000
+5.0%
18,6370.0%0.34%
-8.6%
Q2 2020$1,856,000
+11.8%
18,6370.0%0.37%
+6.6%
Q1 2020$1,660,000
-25.7%
18,6370.0%0.35%
-18.5%
Q4 2019$2,234,000
+7.4%
18,6370.0%0.43%
-0.2%
Q3 2019$2,080,000
-0.9%
18,637
-1.5%
0.43%
-0.7%
Q2 2019$2,099,000
+3.0%
18,9240.0%0.43%
-2.3%
Q1 2019$2,037,000
+9.9%
18,9240.0%0.44%
-11.8%
Q4 2018$1,854,000
-11.5%
18,9240.0%0.50%
+15.2%
Q3 2018$2,095,000
+6.6%
18,9240.0%0.43%
-5.7%
Q2 2018$1,965,000
+0.6%
18,9240.0%0.46%
-1.9%
Q1 2018$1,953,000
-3.4%
18,924
-0.5%
0.47%
-1.7%
Q4 2017$2,022,000
+7.0%
19,015
+0.5%
0.48%
+0.2%
Q3 2017$1,889,000
+4.9%
18,924
+1.5%
0.48%0.0%
Q2 2017$1,800,000
+1.3%
18,6370.0%0.48%
+0.8%
Q1 2017$1,777,000
+2.5%
18,6370.0%0.47%
-2.9%
Q4 2016$1,733,000
+6.9%
18,6370.0%0.49%
+6.3%
Q3 2016$1,621,000
+2.3%
18,6370.0%0.46%
-0.7%
Q2 2016$1,584,000
+3.1%
18,6370.0%0.46%
-2.5%
Q1 2016$1,536,000
+1.1%
18,6370.0%0.47%
+2.8%
Q4 2015$1,519,000
+6.6%
18,637
+0.4%
0.46%
-4.8%
Q3 2015$1,425,000
-7.9%
18,5620.0%0.48%
+13.9%
Q2 2015$1,547,000
-0.5%
18,5620.0%0.42%
-1.4%
Q1 2015$1,554,000
-0.9%
18,5620.0%0.43%
+4.9%
Q4 2014$1,568,000
+4.0%
18,5620.0%0.41%
-0.2%
Q3 2014$1,507,000
+0.3%
18,5620.0%0.41%
+1.7%
Q2 2014$1,503,000
+3.7%
18,5620.0%0.40%
-0.7%
Q1 2014$1,450,000
+2.3%
18,5620.0%0.41%
+3.8%
Q4 2013$1,418,000
+9.5%
18,5620.0%0.39%
-7.1%
Q3 2013$1,295,000
+3.2%
18,5620.0%0.42%
-1.2%
Q2 2013$1,255,000
+3.2%
18,5620.0%0.43%
+3.4%
Q1 2013$1,216,00018,5620.41%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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