Sonora Investment Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,286 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.47 and the average weighting 1.2%.

Quarter-by-quarter ownership
Sonora Investment Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2021$123,000
+324.1%
905
+331.0%
0.02%
+275.0%
Q2 2021$29,000
+3.6%
2100.0%0.00%
+100.0%
Q1 2021$28,000
-24.3%
210
-32.3%
0.00%
-33.3%
Q4 2020$37,000
-14.0%
310
-24.4%
0.00%
-25.0%
Q3 2020$43,000
-59.0%
410
-61.1%
0.00%
-63.6%
Q2 2020$105,000
+452.6%
1,054
+401.9%
0.01%
+450.0%
Q1 2020$19,000
-91.7%
210
-88.9%
0.00%
-90.9%
Q4 2019$228,000
+7.5%
1,9000.0%0.02%0.0%
Q3 2019$212,000
+0.5%
1,9000.0%0.02%
-8.3%
Q2 2019$211,000
+3.4%
1,9000.0%0.02%
-4.0%
Q1 2019$204,000
+9.7%
1,9000.0%0.02%
-7.4%
Q4 2018$186,0001,9000.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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