Lenox Wealth Advisors, 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
Lenox Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2022$4,0000.0%270.0%0.00%
Q4 2021$4,0000.0%270.0%0.00%
-100.0%
Q3 2021$4,000
-55.6%
27
-59.7%
0.00%0.0%
Q1 2021$9,000
+12.5%
670.0%0.00%0.0%
Q4 2020$8,000
+14.3%
670.0%0.00%0.0%
Q3 2020$7,0000.0%670.0%0.00%0.0%
Q2 2020$7,000
+16.7%
670.0%0.00%0.0%
Q1 2020$6,000
-84.6%
67
-79.6%
0.00%
-83.3%
Q4 2019$39,000
+50.0%
329
+41.2%
0.01%
+50.0%
Q3 2019$26,000
+271.4%
233
+247.8%
0.00%
+300.0%
Q2 2019$7,0000.0%670.0%0.00%0.0%
Q1 2019$7,000
-66.7%
67
-69.1%
0.00%
-75.0%
Q4 2018$21,000
-85.3%
217
-83.2%
0.00%
-86.2%
Q3 2018$143,000
+521.7%
1,289
+494.0%
0.03%
+480.0%
Q2 2018$23,000
+4.5%
2170.0%0.01%0.0%
Q1 2018$22,000
-42.1%
217
-39.9%
0.01%
-54.5%
Q4 2017$38,000
-9.5%
361
-13.2%
0.01%
-15.4%
Q3 2017$42,000
+5.0%
4160.0%0.01%0.0%
Q2 2017$40,0000.0%4160.0%0.01%
+8.3%
Q1 2017$40,0004160.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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