ROPES WEALTH ADVISORS LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,612 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.54 and the average weighting 1.4%.

Quarter-by-quarter ownership
ROPES WEALTH ADVISORS LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,257,184
-20.3%
16,365
-17.9%
0.44%
-6.8%
Q2 2023$2,831,016
+3.3%
19,923
+0.4%
0.47%
-5.2%
Q1 2023$2,741,072
+3.2%
19,847
+4.8%
0.50%
+4.0%
Q4 2022$2,657,013
+213.7%
18,929
+176.0%
0.48%
+168.0%
Q3 2022$847,000
-2.3%
6,859
+4.3%
0.18%0.0%
Q2 2022$867,000
+42.4%
6,575
+59.7%
0.18%
+69.5%
Q1 2022$609,000
+92.1%
4,118
+54.6%
0.10%
+114.3%
Q4 2020$317,000
+521.6%
2,664
+443.7%
0.05%
+390.0%
Q3 2020$51,000
+4.1%
4900.0%0.01%0.0%
Q2 2020$49,000
+69.0%
490
+48.5%
0.01%
+42.9%
Q1 2020$29,000
-74.1%
330
-64.6%
0.01%
-70.8%
Q4 2019$112,000
+7.7%
9330.0%0.02%
+9.1%
Q3 2019$104,000
+50.7%
933
+50.2%
0.02%
+46.7%
Q2 2019$69,000
-34.9%
621
-37.9%
0.02%
-46.4%
Q4 2017$106,000
+47.2%
1,000
+38.3%
0.03%
+40.0%
Q3 2017$72,000
+2.9%
7230.0%0.02%0.0%
Q2 2017$70,000
+1.4%
7230.0%0.02%0.0%
Q1 2017$69,000
+3.0%
7230.0%0.02%
-4.8%
Q4 2016$67,000
+48.9%
723
+40.9%
0.02%
+40.0%
Q3 2016$45,0005130.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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