Sugarloaf Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,286 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.47 and the average weighting 1.2%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$67,723
-2.3%
491
+0.6%
0.02%
+6.2%
Q2 2023$69,325
+3.6%
488
+0.8%
0.02%0.0%
Q1 2023$66,938
-1.0%
484
+0.4%
0.02%
-5.9%
Q4 2022$67,620
-24.9%
482
-33.5%
0.02%
-26.1%
Q3 2022$90,000
-5.3%
725
+0.4%
0.02%
-4.2%
Q2 2022$95,000
-10.4%
722
+0.4%
0.02%
-4.0%
Q1 2022$106,000
+1.0%
719
+0.3%
0.02%0.0%
Q4 2021$105,000
+8.2%
717
+0.4%
0.02%
-3.8%
Q3 2021$97,000
-1.0%
714
+0.4%
0.03%
-3.7%
Q2 2021$98,000
+5.4%
711
-22.9%
0.03%
-3.6%
Q1 2021$93,000
+9.4%
922
+29.9%
0.03%0.0%
Q4 2020$85,000
+14.9%
7100.0%0.03%
+3.7%
Q3 2020$74,000
+4.2%
7100.0%0.03%0.0%
Q2 2020$71,000
+12.7%
7100.0%0.03%
-3.6%
Q1 2020$63,000
-25.9%
7100.0%0.03%
-22.2%
Q4 2019$85,0007100.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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