INSPIRION WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,207 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 1.06 and the average weighting 1.2%.

Quarter-by-quarter ownership
INSPIRION WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$859,189
-2.9%
6,229
+0.1%
0.17%
-0.6%
Q2 2023$884,455
+13.9%
6,224
+10.7%
0.17%
+8.3%
Q1 2023$776,754
-1.6%
5,6240.0%0.16%
-6.6%
Q4 2022$789,465
+13.8%
5,6240.0%0.17%
+6.4%
Q3 2022$694,000
-6.5%
5,6240.0%0.16%
-3.7%
Q2 2022$742,000
-11.2%
5,624
-0.6%
0.16%
-4.7%
Q1 2022$836,000
+0.4%
5,6590.0%0.17%
-2.8%
Q4 2021$833,000
+8.7%
5,6590.0%0.18%0.0%
Q3 2021$766,000
-0.9%
5,659
+0.6%
0.18%
-7.4%
Q2 2021$773,000
+4.6%
5,624
+0.1%
0.19%
-3.1%
Q1 2021$739,000
+9.2%
5,621
-1.2%
0.20%
+2.6%
Q4 2020$677,000
+15.3%
5,689
+1.4%
0.19%
-5.4%
Q3 2020$587,000
+1.4%
5,613
-3.4%
0.20%
-11.0%
Q2 2020$579,000
+16.0%
5,810
+3.7%
0.23%
-7.7%
Q1 2020$499,000
-25.6%
5,605
+0.1%
0.25%
+8.4%
Q4 2019$671,000
+7.5%
5,599
+0.1%
0.23%
-16.8%
Q3 2019$624,000
+0.6%
5,595
+0.1%
0.27%
+1.9%
Q2 2019$620,000
+3.2%
5,588
+0.1%
0.27%
+0.8%
Q1 2019$601,000
+9.9%
5,5840.0%0.27%
-2.6%
Q4 2018$547,000
-11.3%
5,584
+0.1%
0.27%
+4.2%
Q3 2018$617,000
+6.6%
5,5760.0%0.26%
-4.0%
Q2 2018$579,000
+0.7%
5,576
+0.1%
0.27%
-2.8%
Q1 2018$575,000
-2.9%
5,572
+0.1%
0.28%
-2.1%
Q4 2017$592,000
+6.5%
5,569
+0.1%
0.29%
+1.8%
Q3 2017$556,000
+3.5%
5,565
+0.1%
0.28%
-3.1%
Q2 2017$537,000
+1.3%
5,562
+0.1%
0.29%
-3.0%
Q1 2017$530,000
+2.5%
5,558
+0.1%
0.30%
-8.5%
Q4 2016$517,000
+7.0%
5,555
+0.1%
0.33%
+4.8%
Q3 2016$483,000
+2.5%
5,551
+0.1%
0.31%
+1.6%
Q2 2016$471,000
+3.1%
5,548
+0.1%
0.31%
-3.8%
Q1 2016$457,000
+1.1%
5,544
+0.1%
0.32%
-3.6%
Q4 2015$452,000
+17.7%
5,541
+10.8%
0.33%
+9.6%
Q3 2015$384,000
-7.9%
5,0000.0%0.30%
-1.6%
Q2 2015$417,000
-0.5%
5,0000.0%0.31%
-8.6%
Q1 2015$419,000
-0.7%
5,0000.0%0.34%
-13.8%
Q4 2014$422,0005,0000.39%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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