Pensionmark Financial Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,780 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.36 and the average weighting 1.9%.

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 Q4 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