BerganKDV 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
BerganKDV Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$11,259,510
+3.4%
79,237
+0.5%
1.13%
+0.4%
Q1 2023$10,885,997
+0.8%
78,821
+2.4%
1.12%
-4.2%
Q4 2022$10,802,981
+48.1%
76,961
+30.3%
1.17%
+34.1%
Q3 2022$7,293,000
-5.4%
59,065
+1.0%
0.87%
-1.1%
Q2 2022$7,709,000
-11.5%
58,452
-0.9%
0.88%
-5.3%
Q1 2022$8,715,000
-46.7%
58,975
-47.0%
0.93%
-45.4%
Q4 2021$16,356,000
+9.4%
111,180
+0.7%
1.71%
+0.8%
Q3 2021$14,950,000
+14.1%
110,440
+15.9%
1.70%
+9.0%
Q2 2021$13,104,000
+63.6%
95,328
+56.5%
1.56%
+51.1%
Q1 2021$8,009,000
+30.5%
60,926
+18.1%
1.03%
+19.1%
Q4 2020$6,139,000
+17.1%
51,605
+2.9%
0.86%
+4.2%
Q3 2020$5,242,000
+13005.0%
50,154
+12438.5%
0.83%
+11742.9%
Q2 2020$40,000
-33.3%
400
-40.5%
0.01%
-41.7%
Q1 2020$60,000
-25.9%
6720.0%0.01%
-14.3%
Q4 2019$81,000
+8.0%
6720.0%0.01%
-6.7%
Q3 2019$75,000
-5.1%
672
-5.5%
0.02%
-6.2%
Q2 2019$79,000
-15.1%
711
-17.8%
0.02%
-15.8%
Q1 2019$93,000
+9.4%
8650.0%0.02%
-5.0%
Q4 2018$85,000
+28.8%
865
+45.9%
0.02%
+42.9%
Q3 2018$66,000
+6.5%
5930.0%0.01%0.0%
Q2 2018$62,0005930.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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