AllSquare Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,779 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.

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 2023
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