AllSquare Wealth Management LLC - 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
AllSquare Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$20,827
+36.2%
151
+33.6%
0.01%
+40.0%
Q2 2023$15,295
-16.7%
113
-15.0%
0.01%
-16.7%
Q1 2023$18,369
-1.6%
1330.0%0.01%
-7.7%
Q4 2022$18,669
+16.7%
1330.0%0.01%
+8.3%
Q3 2022$16,000
-11.1%
1330.0%0.01%0.0%
Q2 2022$18,000
-10.0%
1330.0%0.01%0.0%
Q1 2022$20,0000.0%1330.0%0.01%0.0%
Q4 2021$20,000
+11.1%
1330.0%0.01%
+9.1%
Q3 2021$18,000
-18.2%
133
-18.4%
0.01%
-15.4%
Q2 2021$22,000
+4.8%
1630.0%0.01%0.0%
Q1 2021$21,000
+10.5%
1630.0%0.01%0.0%
Q4 2020$19,000
+11.8%
1630.0%0.01%
+8.3%
Q3 2020$17,000
-15.0%
163
-19.7%
0.01%
-20.0%
Q2 2020$20,000
+11.1%
2030.0%0.02%
-6.2%
Q1 2020$18,000
-25.0%
2030.0%0.02%
-5.9%
Q4 2019$24,000
+4.3%
2030.0%0.02%0.0%
Q3 2019$23,0000.0%2030.0%0.02%0.0%
Q2 2019$23,000
+4.5%
2030.0%0.02%0.0%
Q1 2019$22,000
+266.7%
203
+203.0%
0.02%
+183.3%
Q2 2017$6,0000.0%670.0%0.01%
+20.0%
Q1 2017$6,0000.0%670.0%0.01%
-16.7%
Q4 2016$6,0000.0%670.0%0.01%0.0%
Q3 2016$6,0000.0%670.0%0.01%0.0%
Q2 2016$6,0000.0%670.0%0.01%0.0%
Q1 2016$6,000
+20.0%
670.0%0.01%
+20.0%
Q4 2015$5,0000.0%670.0%0.01%0.0%
Q3 2015$5,000
-16.7%
670.0%0.01%
-16.7%
Q2 2015$6,0000.0%670.0%0.01%0.0%
Q1 2015$6,0000.0%670.0%0.01%0.0%
Q4 2014$6,000670.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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