Dynamic Advisor Solutions LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,551 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.60 and the average weighting 1.4%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,888,748
+39.0%
20,944
+43.2%
0.14%
+25.9%
Q2 2023$2,078,043
-44.0%
14,624
-45.5%
0.11%
-50.2%
Q1 2023$3,708,427
-32.0%
26,851
-30.9%
0.22%
-41.7%
Q4 2022$5,452,357
+21.3%
38,843
+6.7%
0.37%
+8.5%
Q3 2022$4,496,000
-5.8%
36,411
+0.6%
0.34%
-6.5%
Q2 2022$4,772,000
+38.0%
36,185
+54.6%
0.37%
+52.3%
Q1 2022$3,458,000
+52.1%
23,398
+51.4%
0.24%
+48.8%
Q4 2021$2,273,000
+37.1%
15,452
+26.2%
0.16%
+29.6%
Q3 2021$1,658,000
-6.7%
12,245
-5.3%
0.12%
-11.3%
Q2 2021$1,777,000
+38.1%
12,928
+32.1%
0.14%
+18.5%
Q1 2021$1,287,000
+9.7%
9,790
-0.7%
0.12%
+8.2%
Q4 2020$1,173,000
+128.2%
9,857
+100.3%
0.11%
+89.7%
Q3 2020$514,000
+26.0%
4,921
+20.1%
0.06%
+5.5%
Q2 2020$408,000
+70.7%
4,096
+52.9%
0.06%
+25.0%
Q1 2020$239,000
-69.1%
2,679
-58.5%
0.04%
-58.5%
Q4 2019$774,000
+238.0%
6,457
+214.7%
0.11%
+194.4%
Q3 2019$229,000
+2.2%
2,052
+1.5%
0.04%0.0%
Q2 2019$224,000
+4.2%
2,021
+1.0%
0.04%
-12.2%
Q1 2019$215,000
-41.7%
2,000
-40.0%
0.04%
-46.8%
Q3 2018$369,000
-7.1%
3,336
-12.7%
0.08%
-14.4%
Q2 2018$397,000
+12.5%
3,821
+11.7%
0.09%
-1.1%
Q1 2018$353,0003,4210.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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