Joel Isaacson & Co., LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 1.6%.

Quarter-by-quarter ownership
Joel Isaacson & Co., LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$560,296
+11.5%
4,062
+14.9%
0.04%
+11.8%
Q2 2023$502,381
+4.2%
3,535
+1.3%
0.03%
-2.9%
Q1 2023$482,110
+6.8%
3,491
+8.6%
0.04%0.0%
Q4 2022$451,448
+14.6%
3,216
+0.8%
0.04%
+2.9%
Q3 2022$394,000
-3.9%
3,191
+2.5%
0.03%0.0%
Q2 2022$410,000
-6.8%
3,112
+4.6%
0.03%
+6.2%
Q1 2022$440,000
+42.4%
2,974
+41.6%
0.03%
+52.4%
Q4 2021$309,000
+8.8%
2,1000.0%0.02%0.0%
Q3 2021$284,0002,1000.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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