Avidian Wealth Solutions, 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
Avidian Wealth Solutions, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,696,111
-53.5%
19,547
-52.1%
0.19%
-50.0%
Q2 2023$5,796,118
-83.8%
40,789
-84.3%
0.38%
-80.7%
Q1 2023$35,884,436
+68.9%
259,825
+71.7%
1.97%
+42.4%
Q4 2022$21,244,031
+21.8%
151,343
+7.2%
1.38%
+9.8%
Q3 2022$17,435,000
+1181.0%
141,197
+1267.8%
1.26%
+1212.5%
Q2 2022$1,361,000
-2.0%
10,323
+9.8%
0.10%
+12.9%
Q1 2022$1,389,000
+14.4%
9,401
+13.9%
0.08%
+11.8%
Q4 2021$1,214,000
+9.7%
8,251
+0.9%
0.08%
-9.5%
Q3 2021$1,107,000
-14.8%
8,180
-13.4%
0.08%
-16.0%
Q2 2021$1,299,000
+18.2%
9,451
+13.0%
0.10%
+6.4%
Q1 2021$1,099,000
+18.3%
8,362
+7.0%
0.09%
+6.8%
Q4 2020$929,000
+41.4%
7,813
+24.3%
0.09%
+76.0%
Q3 2020$657,000
-89.4%
6,285
-89.9%
0.05%
-94.0%
Q2 2020$6,172,000
+2925.5%
61,978
+3532.9%
0.83%
+2772.4%
Q4 2019$204,000
-32.5%
1,706
-37.0%
0.03%
-42.0%
Q3 2019$302,000
+23.8%
2,706
+23.2%
0.05%
-13.8%
Q2 2019$244,000
+17.9%
2,197
+14.2%
0.06%
+26.1%
Q1 2019$207,0001,9240.05%
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