Arete Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,622 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.91 and the average weighting 1.6%.

Quarter-by-quarter ownership
Arete Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$727,171
+20229.1%
5,272
-79.1%
0.13%
-60.1%
Q2 2023$3,577
+4.0%
25,172
+1.1%
0.32%
+12.9%
Q1 2023$3,440
-100.0%
24,908
-6.9%
0.28%
-14.9%
Q4 2022$3,757,387,646
+100959.4%
26,768
-11.1%
0.33%
-9.6%
Q3 2022$3,718,000
-78.6%
30,106
-77.2%
0.36%
-79.3%
Q2 2022$17,387,000
-3.4%
131,783
+8.2%
1.76%
+16.6%
Q1 2022$18,004,000
+12.8%
121,826
+12.8%
1.51%
+10.8%
Q4 2021$15,963,000
+21.0%
107,997
+10.9%
1.36%
-6.5%
Q3 2021$13,194,000
+3.1%
97,389
+4.3%
1.46%
-19.0%
Q2 2021$12,802,000
+6.7%
93,339
+2.3%
1.80%
+17.1%
Q1 2021$11,998,000
+22.3%
91,246
+10.5%
1.53%
+10.4%
Q4 2020$9,809,000
+15.8%
82,569
+2.2%
1.39%
+8.9%
Q3 2020$8,467,000
+21.5%
80,818
+15.5%
1.28%
+5.7%
Q2 2020$6,970,000
+12.3%
69,990
+0.1%
1.21%
-1.1%
Q1 2020$6,204,000
+33.1%
69,903
+79.8%
1.22%
+50.7%
Q4 2019$4,662,000
+339.4%
38,889
+309.1%
0.81%
+299.0%
Q3 2019$1,061,000
-11.4%
9,505
-12.0%
0.20%
-12.5%
Q2 2019$1,198,000
+6.2%
10,797
+3.1%
0.23%
-1.3%
Q1 2019$1,128,000
+30.6%
10,476
+18.8%
0.24%
+11.9%
Q4 2018$864,000
-9.0%
8,816
+2.8%
0.21%
-0.5%
Q3 2018$949,000
-0.5%
8,575
-6.7%
0.21%
-7.0%
Q2 2018$954,000
+25.2%
9,193
+24.4%
0.23%
-10.3%
Q1 2018$762,000
-31.5%
7,387
-29.4%
0.25%
-30.1%
Q4 2017$1,112,000
+25.1%
10,462
+17.4%
0.36%
+2.3%
Q3 2017$889,000
+119.0%
8,908
+111.8%
0.35%
+91.4%
Q2 2017$406,000
+30.5%
4,206
+28.9%
0.18%
+36.0%
Q1 2017$311,000
+37.0%
3,264
+33.7%
0.14%
+29.5%
Q4 2016$227,0002,4410.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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