Summit Financial Strategies, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,316 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.45 and the average weighting 1.3%.

Quarter-by-quarter ownership
Summit Financial Strategies, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$686,603
-7.1%
4,978
-4.3%
0.13%
-5.1%
Q2 2023$738,778
+11.1%
5,199
+8.0%
0.14%
+5.3%
Q1 2023$664,862
-0.4%
4,814
+1.3%
0.13%
-9.0%
Q4 2022$667,319
+12.5%
4,754
-1.0%
0.14%
+2.1%
Q3 2022$593,000
-5.9%
4,800
+0.5%
0.14%
-4.7%
Q2 2022$630,000
-4.0%
4,777
+7.7%
0.15%
+12.1%
Q1 2022$656,000
-4.0%
4,436
-4.4%
0.13%0.0%
Q4 2021$683,000
+50.4%
4,641
+38.4%
0.13%
+51.7%
Q3 2021$454,000
-1.5%
3,3540.0%0.09%
-4.4%
Q2 2021$461,000
+65.8%
3,354
+43.6%
0.09%
-5.2%
Q4 2020$278,000
+13.9%
2,3360.0%0.10%
-3.0%
Q3 2020$244,000
+4.7%
2,3360.0%0.10%
-4.8%
Q2 2020$233,000
+7.9%
2,336
-3.6%
0.10%
-11.1%
Q1 2020$216,000
-17.2%
2,424
+3.8%
0.12%
-6.4%
Q3 2019$261,000
+0.8%
2,3360.0%0.12%
-0.8%
Q2 2019$259,000
+3.2%
2,3360.0%0.13%
-0.8%
Q1 2019$251,000
+9.6%
2,3360.0%0.13%
-0.8%
Q4 2018$229,000
-11.6%
2,3360.0%0.13%
+8.5%
Q3 2018$259,000
+6.6%
2,3360.0%0.12%0.0%
Q2 2018$243,000
+0.8%
2,3360.0%0.12%
-5.6%
Q1 2018$241,000
-2.8%
2,3360.0%0.12%
-3.8%
Q4 2017$248,000
+6.4%
2,3360.0%0.13%
-3.0%
Q3 2017$233,000
+3.1%
2,3360.0%0.13%
-1.5%
Q2 2017$226,000
-0.4%
2,336
-4.2%
0.14%
-12.3%
Q4 2016$227,000
+7.1%
2,4390.0%0.16%
+4.0%
Q3 2016$212,000
+2.4%
2,4390.0%0.15%
-3.2%
Q2 2016$207,000
+3.0%
2,4390.0%0.15%
+4.8%
Q1 2016$201,000
-25.0%
2,439
-25.9%
0.15%
-29.7%
Q4 2015$268,000
+5.9%
3,2920.0%0.21%
-0.5%
Q3 2015$253,000
+2.0%
3,292
+10.5%
0.21%
+8.8%
Q2 2015$248,000
-0.4%
2,9790.0%0.19%
-4.0%
Q1 2015$249,000
-1.2%
2,9790.0%0.20%
-1.5%
Q4 2014$252,0002,9790.20%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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