TWIN FOCUS CAPITAL PARTNERS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,612 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.54 and the average weighting 1.4%.

Quarter-by-quarter ownership
TWIN FOCUS CAPITAL PARTNERS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,796,902
-3.2%
20,277
-0.3%
0.63%
+7.5%
Q2 2023$2,889,999
+4.1%
20,338
+1.2%
0.58%
+6.0%
Q1 2023$2,776,820
+4.4%
20,106
+6.1%
0.55%
-0.7%
Q4 2022$2,659,590
+64.6%
18,947
+44.8%
0.56%
+42.7%
Q3 2022$1,616,000
-6.4%
13,0840.0%0.39%
+0.3%
Q2 2022$1,726,000
-10.8%
13,0840.0%0.39%
+3.2%
Q1 2022$1,934,000
+0.5%
13,0840.0%0.38%
-2.3%
Q4 2021$1,925,000
+9.1%
13,084
+0.4%
0.38%
-6.6%
Q3 2021$1,764,000
-1.5%
13,0300.0%0.41%
-0.7%
Q2 2021$1,791,000
+4.6%
13,0300.0%0.42%
-15.3%
Q1 2021$1,713,000
+10.5%
13,0300.0%0.49%
+3.2%
Q4 2020$1,550,000
+22.2%
13,030
+7.4%
0.48%
+2.8%
Q3 2020$1,268,000
+3.3%
12,130
-1.6%
0.46%
-6.3%
Q2 2020$1,228,000
+31.3%
12,330
+17.4%
0.49%
+14.1%
Q1 2020$935,000
-25.2%
10,500
+0.7%
0.43%
+7.5%
Q4 2019$1,250,000
+7.5%
10,427
+0.1%
0.40%
-12.2%
Q3 2019$1,163,000
+0.6%
10,4200.0%0.46%
-5.8%
Q2 2019$1,156,000
+4.2%
10,420
+1.2%
0.49%
-6.5%
Q1 2019$1,109,000
-48.6%
10,300
-53.2%
0.52%
-46.1%
Q4 2018$2,156,000
+66.4%
22,010
+88.0%
0.96%
+44.3%
Q3 2018$1,296,000
+6.6%
11,7100.0%0.67%
+7.4%
Q2 2018$1,216,000
+0.7%
11,7100.0%0.62%
+3.7%
Q1 2018$1,208,000
-3.0%
11,7100.0%0.60%
-4.9%
Q4 2017$1,245,000
+5.3%
11,710
-1.1%
0.63%
+3.1%
Q3 2017$1,182,000
+3.4%
11,8410.0%0.61%
-2.2%
Q2 2017$1,143,00011,8410.63%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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