WMS Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,622 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.91 and the average weighting 1.6%.

Quarter-by-quarter ownership
WMS Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$837,382
-2.7%
6,071
+0.2%
0.07%
-2.9%
Q2 2023$860,739
-6.6%
6,057
-9.2%
0.07%
-16.0%
Q1 2023$921,386
-11.9%
6,671
-10.5%
0.08%
-22.1%
Q4 2022$1,045,708
+0.2%
7,450
-11.9%
0.10%
-26.8%
Q3 2022$1,044,000
-3.3%
8,456
+3.2%
0.14%
-15.5%
Q2 2022$1,080,000
+6.4%
8,190
+19.3%
0.17%
+20.9%
Q1 2022$1,015,000
+12.4%
6,867
+2.9%
0.14%
+5.3%
Q3 2021$903,000
+0.8%
6,671
+2.3%
0.13%
-0.8%
Q2 2021$896,000
+57.2%
6,520
+36.1%
0.13%
+35.7%
Q4 2020$570,000
+21.3%
4,791
+6.5%
0.10%
+7.7%
Q3 2020$470,000
+5.1%
4,498
+0.2%
0.09%
-2.2%
Q2 2020$447,000
-85.4%
4,490
-87.8%
0.09%
-73.9%
Q2 2015$3,065,000
-0.4%
36,771
+0.0%
0.36%
-5.3%
Q1 2015$3,076,000
+11.5%
36,756
+8.2%
0.38%
-12.5%
Q3 2014$2,759,000
+0.3%
33,9780.0%0.43%
+1.7%
Q2 2014$2,751,000
+7.9%
33,978
+4.1%
0.42%
+3.9%
Q1 2014$2,550,000
+2.2%
32,6430.0%0.41%
-0.7%
Q4 2013$2,494,000
+18.5%
32,643
+8.3%
0.41%
+2.2%
Q3 2013$2,104,000
+3.2%
30,1420.0%0.40%
+8.4%
Q2 2013$2,038,00030,1420.37%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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