Beaumont Financial Partners, 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
Beaumont Financial Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$6,150,000
+0.2%
49,808
+7.0%
0.59%
+7.1%
Q2 2022$6,136,000
+0.7%
46,529
+12.9%
0.55%
+19.0%
Q1 2022$6,091,000
+8.9%
41,218
+8.4%
0.46%
+14.0%
Q4 2021$5,594,000
+10.3%
38,028
+1.5%
0.41%
+3.8%
Q3 2021$5,071,000
-3.0%
37,460
-1.5%
0.39%
-2.0%
Q2 2021$5,228,000
-76.9%
38,031
-77.9%
0.40%
-79.2%
Q1 2021$22,619,000
+454.9%
172,058
+402.1%
1.92%
+429.3%
Q4 2020$4,076,000
+12.6%
34,267
-1.1%
0.36%
+4.6%
Q3 2020$3,621,000
+13.2%
34,649
+7.9%
0.35%
+3.6%
Q2 2020$3,199,000
-12.3%
32,120
-21.5%
0.33%
-27.4%
Q1 2020$3,646,000
-40.8%
40,941
-20.3%
0.46%
-24.1%
Q4 2019$6,156,000
+11.8%
51,365
+4.1%
0.61%
+10.2%
Q3 2019$5,508,000
-5.4%
49,343
-6.0%
0.55%
-8.6%
Q2 2019$5,820,000
+5.9%
52,468
+2.8%
0.60%
+2.2%
Q1 2019$5,494,000
-15.5%
51,047
-23.1%
0.59%
-44.5%
Q4 2018$6,502,000
+30.6%
66,386
+47.5%
1.06%
+113.9%
Q3 2018$4,980,000
+20.4%
44,998
+13.0%
0.50%
+13.2%
Q2 2018$4,135,000
+104.8%
39,824
+103.6%
0.44%
+94.7%
Q1 2018$2,019,000
-52.8%
19,563
-51.4%
0.22%
-55.2%
Q4 2017$4,280,000
+5.9%
40,257
-0.6%
0.50%
-0.4%
Q3 2017$4,041,000
+2.0%
40,482
-1.3%
0.50%
-1.9%
Q2 2017$3,961,000
+20.0%
41,017
+18.5%
0.51%
+14.0%
Q1 2017$3,300,000
+40.0%
34,611
+36.5%
0.45%
+26.7%
Q4 2016$2,357,000
+430.9%
25,347
+396.3%
0.36%
+408.6%
Q3 2016$444,000
+13.6%
5,107
+10.9%
0.07%
+9.4%
Q2 2016$391,0004,6030.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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