WealthPLAN Partners, 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
WealthPLAN Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$430,560
+86.7%
2,880
+72.2%
0.04%
+63.0%
Q3 2023$230,619
+7.0%
1,672
+10.2%
0.03%
-10.0%
Q2 2023$215,566
+1.5%
1,517
-1.4%
0.03%
+25.0%
Q1 2023$212,353
-81.0%
1,538
-80.1%
0.02%
-69.2%
Q4 2022$1,114,829
+12.7%
7,723
+9.9%
0.08%
+13.0%
Q1 2022$989,000
-1.3%
7,028
+2.1%
0.07%
+4.5%
Q4 2021$1,002,000
+5.1%
6,886
+3.8%
0.07%
+4.8%
Q3 2021$953,000
+61.8%
6,634
+60.0%
0.06%
+53.7%
Q2 2021$589,000
+66.4%
4,145
+61.3%
0.04%
+51.9%
Q1 2021$354,000
+17.6%
2,570
+4.3%
0.03%
+3.8%
Q4 2020$301,000
-80.0%
2,464
-80.1%
0.03%
-85.4%
Q4 2019$1,506,000
+3.7%
12,404
-0.7%
0.18%
-10.1%
Q3 2019$1,452,000
+5.8%
12,491
-0.7%
0.20%
-4.3%
Q2 2019$1,372,000
-0.7%
12,578
-1.9%
0.21%
-4.2%
Q1 2019$1,382,000
-3.7%
12,822
-4.0%
0.22%
-6.5%
Q4 2018$1,435,000
+2.1%
13,350
-0.5%
0.23%
-9.8%
Q3 2018$1,405,000
-5.7%
13,414
-6.5%
0.26%
-16.1%
Q2 2018$1,490,000
-3.7%
14,351
-4.3%
0.30%
-10.3%
Q1 2018$1,548,000
-2.8%
14,997
+0.1%
0.34%
-20.2%
Q4 2017$1,592,000
-52.4%
14,977
-55.3%
0.43%
-54.6%
Q3 2017$3,343,000
+9.0%
33,485
+5.4%
0.94%
+6.5%
Q2 2017$3,067,000
-87.6%
31,766
+12117.7%
0.88%
+924.4%
Q1 2017$24,677,000
-64.9%
260
-68.1%
0.09%
+273.9%
Q3 2016$70,240,000
-31.9%
814
-67.7%
0.02%
+76.9%
Q2 2016$103,119,000
+22.1%
2,523
-8.0%
0.01%
-7.1%
Q4 2015$84,432,000
+115560.3%
2,742
+214.8%
0.01%
-56.2%
Q2 2015$73,000
+121.2%
871
+120.5%
0.03%
+113.3%
Q1 2015$33,0003950.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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