Sugarloaf 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
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 Q3 2023
NameSharesValueWeighting ↓
VISTA CAPITAL PARTNERS, INC. 1,152,956$107,236,00029.17%
Coyle Financial Counsel LLC 106,833$9,937,00021.42%
Horizon Investments, LLC 3,101,206$288,443,00019.88%
INR ADVISORY SERVICES LLC 1,201,125$111,717,00018.63%
FOUNDERS FINANCIAL SECURITIES LLC 452,957$42,130,00017.50%
Cornerstone Management, Inc. 309,132$28,752,36716.48%
EP Wealth Advisors, LLC 1,388,352$110,318,00016.12%
Permanens Capital L.P. 384,283$35,742,00015.09%
Cable Hill Partners, LLC 354,005$32,926,00014.88%
Garde Capital, Inc. 499,539$46,462,00013.37%
View complete list of VANGUARD INDEX FDS shareholders