KELLEHER FINANCIAL ADVISORS - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,332 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 1.3%.

Quarter-by-quarter ownership
KELLEHER FINANCIAL ADVISORS ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,268,934
-0.7%
30,950
+2.3%
2.13%
-8.4%
Q2 2023$4,298,525
+3.6%
30,250
+0.7%
2.32%
-9.3%
Q1 2023$4,149,101
+59.2%
30,042
+61.8%
2.56%
+40.8%
Q4 2022$2,606,671
+31.4%
18,570
+15.6%
1.82%
+27.8%
Q3 2022$1,984,000
+17.4%
16,068
+25.4%
1.42%
+87.2%
Q2 2022$1,690,000
+28.5%
12,818
+44.0%
0.76%
+4.7%
Q1 2022$1,315,000
+4.4%
8,904
+4.0%
0.73%
+8.5%
Q4 2021$1,259,000
-30.4%
8,559
-35.9%
0.67%
-16.1%
Q3 2021$1,808,000
+65.3%
13,359
+67.8%
0.80%
+29.6%
Q2 2021$1,094,000
-34.5%
7,959
-37.4%
0.62%
-42.7%
Q1 2021$1,671,000
+210.6%
12,714
+181.0%
1.07%
+165.6%
Q4 2020$538,000
+2.3%
4,525
-10.2%
0.40%
-7.3%
Q3 2020$526,000
+1.7%
5,037
-3.1%
0.44%
-12.1%
Q2 2020$517,000
+17.8%
5,196
+5.3%
0.50%
-5.5%
Q1 2020$439,000
+56.2%
4,936
+110.4%
0.52%
+85.5%
Q4 2019$281,000
+7.7%
2,3460.0%0.28%
-11.0%
Q3 2019$261,000
+0.4%
2,3460.0%0.32%
-0.9%
Q2 2019$260,0002,3460.32%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
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