OXFORD FINANCIAL GROUP, LTD. LLC - 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
OXFORD FINANCIAL GROUP, LTD. LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$40,480,051
-2.1%
293,483
+0.8%
3.50%
-11.0%
Q2 2023$41,354,898
+3.6%
291,027
+0.7%
3.93%
-12.2%
Q1 2023$39,927,425
-1.0%
289,099
+0.6%
4.48%
-4.7%
Q4 2022$40,338,931
+22.7%
287,376
+8.0%
4.70%
-5.0%
Q3 2022$32,866,000
-10.1%
266,164
-4.0%
4.94%
-8.3%
Q2 2022$36,552,000
-14.0%
277,163
-3.6%
5.39%0.0%
Q1 2022$42,510,000
-3.9%
287,659
-4.3%
5.39%
+8.5%
Q4 2021$44,221,000
+7.9%
300,595
-0.7%
4.97%
-4.9%
Q3 2021$40,975,000
-1.6%
302,687
-0.0%
5.22%
-6.4%
Q2 2021$41,623,000
+3.3%
302,802
-1.2%
5.58%
-0.1%
Q1 2021$40,282,000
+8.9%
306,418
-1.5%
5.58%
+4.2%
Q4 2020$37,001,000
+9.3%
311,036
-4.0%
5.36%
-1.9%
Q3 2020$33,850,000
+0.5%
323,895
-4.2%
5.46%
-4.3%
Q2 2020$33,668,000
+16.5%
338,069
+4.2%
5.71%
-1.1%
Q1 2020$28,908,000
+776.5%
324,585
+1079.6%
5.78%
+531.3%
Q4 2019$3,298,000
+1.0%
27,517
-5.9%
0.92%
-11.3%
Q3 2019$3,264,000
-0.9%
29,243
-1.5%
1.03%
-4.5%
Q2 2019$3,294,000
+1.0%
29,698
-2.0%
1.08%
-7.4%
Q1 2019$3,263,000
-65.2%
30,315
-68.4%
1.17%
-62.0%
Q4 2018$9,387,00095,8303.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
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