MARK SHEPTOFF FINANCIAL PLANNING, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,612 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.37 and the average weighting 1.6%.

Quarter-by-quarter ownership
MARK SHEPTOFF FINANCIAL PLANNING, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$62,921
+0.4%
456
+3.4%
0.04%
+11.1%
Q2 2023$62,691
+2.9%
4410.0%0.04%
+2.9%
Q1 2023$60,931
+12.4%
441
+14.2%
0.04%
+9.4%
Q4 2022$54,208
+12.9%
3860.0%0.03%
+10.3%
Q3 2022$48,000
-5.9%
3860.0%0.03%0.0%
Q2 2022$51,000
+70.0%
386
+90.1%
0.03%
+93.3%
Q1 2022$30,000
+30.4%
203
+28.5%
0.02%
+36.4%
Q4 2021$23,000
+64.3%
158
+47.7%
0.01%
+37.5%
Q3 2021$14,0001070.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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