Institute for Wealth Management, LLC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,744 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.7%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$608,203
-7.1%
4,409
-4.3%
0.11%0.0%
Q2 2023$654,423
+3.0%
4,605
+0.1%
0.11%
-9.1%
Q1 2023$635,471
+3.9%
4,601
+5.6%
0.12%
-6.2%
Q4 2022$611,504
+13.7%
4,356
-0.1%
0.13%
+6.6%
Q3 2022$538,000
-6.4%
4,360
+0.1%
0.12%
+7.1%
Q2 2022$575,000
-1.7%
4,357
+10.0%
0.11%
+18.9%
Q1 2022$585,000
+0.2%
3,960
-0.3%
0.10%0.0%
Q4 2021$584,000
-49.2%
3,972
-53.2%
0.10%
-53.0%
Q3 2021$1,149,000
-2.8%
8,491
-1.3%
0.20%
-2.9%
Q2 2021$1,182,000
-48.7%
8,602
-50.9%
0.21%
-52.5%
Q1 2021$2,304,000
+325.9%
17,534
+285.9%
0.44%
+305.6%
Q4 2020$541,000
+91.2%
4,544
+67.6%
0.11%
+66.2%
Q3 2020$283,000
+21.5%
2,711
+16.0%
0.06%
+14.0%
Q2 2020$233,000
+11.0%
2,338
-0.8%
0.06%
-12.3%
Q1 2020$210,000
-34.2%
2,358
-11.3%
0.06%
-9.7%
Q4 2019$319,000
+4.9%
2,658
-2.4%
0.07%
-6.5%
Q3 2019$304,000
-35.0%
2,724
-35.5%
0.08%
-26.0%
Q2 2019$468,000
+11.4%
4,220
+8.1%
0.10%
+14.3%
Q1 2019$420,000
-63.5%
3,903
-62.3%
0.09%
-76.6%
Q3 2018$1,152,000
+1.2%
10,360
-5.0%
0.39%
+7.2%
Q2 2018$1,138,000
+8.9%
10,903
+8.3%
0.36%
+17.9%
Q1 2018$1,045,000
-11.3%
10,067
-14.8%
0.31%
-19.6%
Q3 2017$1,178,000
-18.2%
11,822
-20.8%
0.38%
-3.3%
Q2 2017$1,440,00014,9310.40%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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