Pensionmark Financial Group, 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
Pensionmark Financial Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,981,271
-7.5%
21,614
-4.7%
0.59%
-5.3%
Q2 2023$3,223,808
+12.7%
22,687
+9.6%
0.62%
+4.7%
Q1 2023$2,859,685
+8.1%
20,706
+9.9%
0.60%
-1.8%
Q4 2022$2,645,888
+18.1%
18,849
+3.9%
0.61%
+14.1%
Q3 2022$2,240,000
-11.8%
18,144
-1.4%
0.53%
-0.2%
Q2 2022$2,540,000
-10.5%
18,404
-4.2%
0.53%
-9.5%
Q1 2022$2,839,000
-0.6%
19,209
-1.1%
0.59%
-1.3%
Q4 2021$2,855,000
+145.9%
19,428
+126.6%
0.60%
+127.0%
Q3 2021$1,161,000
-16.3%
8,575
-15.0%
0.26%
-17.0%
Q2 2021$1,387,000
+19.4%
10,094
+20.4%
0.32%
+13.2%
Q1 2021$1,162,000
+15.6%
8,381
+3.8%
0.28%
+9.8%
Q4 2020$1,005,000
+15.7%
8,074
-2.9%
0.26%
-14.1%
Q3 2020$869,000
+2.2%
8,318
+5.5%
0.30%0.0%
Q2 2020$850,000
+45.3%
7,881
+20.0%
0.30%
+9.2%
Q1 2020$585,000
-15.3%
6,566
+13.9%
0.27%
+0.7%
Q4 2019$691,000
+64.9%
5,766
+53.5%
0.27%
+50.0%
Q3 2019$419,000
+4.2%
3,757
+2.8%
0.18%
+1.7%
Q2 2019$402,000
+18.6%
3,655
+16.8%
0.18%
+14.9%
Q1 2019$339,000
+1.8%
3,128
-0.3%
0.15%
+3.4%
Q4 2018$333,0003,1370.15%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Trustees of Dartmouth College 1,732,950$239,337,72599.20%
Permanens Capital L.P. 1,870,092$258,278,40656.01%
Chan Zuckerberg Initiative, LLC 788,677$108,924,18041.47%
Employees' Retirement Fund of the City of Fort Worth 1,078,774$148,989,47729.14%
Saudi Central Bank 756,686$104,50626.91%
STABLEFORD CAPITAL II LLC 254,691$35,75125.60%
Safeguard Financial, LLC 298,795$41,26725.05%
Brickley Wealth Management 630,109$87,024,38923.85%
Mill Creek Capital Advisors, LLC 4,650,523$642,283,79923.65%
Thrive Wealth Management, LLC 616,229$85,107,33921.81%
View complete list of VANGUARD INDEX FDS shareholders