Simplicity Solutions, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,779 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$77,409,750
-2.8%
561,225
+0.1%
2.49%
+14.3%
Q2 2023$79,667,355
-2.6%
560,642
-5.3%
2.18%
+1.5%
Q1 2023$81,761,643
+12103.5%
592,004
+12303.2%
2.14%
+2256.0%
Q4 2022$669,986
+5.0%
4,773
-7.6%
0.09%
-2.2%
Q3 2022$638,000
-34.3%
5,167
-29.9%
0.09%
-26.2%
Q2 2022$971,000
+13.4%
7,369
+27.2%
0.13%
+20.0%
Q1 2022$856,000
-5.3%
5,794
-5.8%
0.10%
+4.0%
Q4 2021$904,000
+15.0%
6,148
+5.8%
0.10%
-16.5%
Q3 2021$786,000
+18.0%
5,810
+20.0%
0.12%
-8.3%
Q2 2021$666,000
+38.5%
4,840
+32.3%
0.13%
+24.5%
Q1 2021$481,000
-97.6%
3,659
-97.8%
0.11%
-64.3%
Q4 2020$20,057,000
+20.4%
168,605
+5.8%
0.30%
-2.9%
Q3 2020$16,652,000
+104.4%
159,336
+94.8%
0.31%
+90.1%
Q2 2020$8,147,000
+34.0%
81,813
+19.8%
0.16%
-13.9%
Q1 2020$6,080,000
-21.1%
68,268
+6.2%
0.19%
-20.4%
Q4 2019$7,707,000
+115.6%
64,306
+100.8%
0.24%
+62.1%
Q3 2019$3,575,000
+12.4%
32,029
+11.7%
0.14%
+6.6%
Q2 2019$3,182,000
-46.4%
28,684
-48.0%
0.14%
-61.7%
Q1 2019$5,939,000
+31.5%
55,175
+19.6%
0.36%
-39.2%
Q4 2018$4,518,000
+136.5%
46,132
+167.3%
0.58%
+435.8%
Q3 2018$1,910,000
+80.9%
17,259
+69.7%
0.11%
+43.4%
Q2 2018$1,056,000
+137.8%
10,169
+136.3%
0.08%
+100.0%
Q1 2018$444,000
-16.7%
4,303
-14.2%
0.04%
-26.9%
Q4 2017$533,000
+139.0%
5,014
+116.8%
0.05%
+100.0%
Q2 2017$223,000
-84.5%
2,313
-86.9%
0.03%
-84.7%
Q4 2015$1,439,000
+441.0%
17,647
+453.5%
0.17%
-32.5%
Q2 2015$266,000
-25.3%
3,188
-25.0%
0.25%
-40.3%
Q1 2015$356,000
-40.8%
4,248
-40.3%
0.42%
-40.8%
Q4 2014$601,0007,1140.71%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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