WESPAC Advisors SoCal, 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
WESPAC Advisors SoCal, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2019$3,000
-98.3%
32
-98.3%
0.00%
-98.2%
Q4 2018$180,000
+1400.0%
1,839
+1371.2%
0.11%
+1528.6%
Q1 2018$12,000
-7.7%
1250.0%0.01%0.0%
Q4 2017$13,000
-45.8%
125
-50.0%
0.01%
-50.0%
Q3 2017$24,0000.0%2500.0%0.01%
-6.7%
Q2 2017$24,000
-99.9%
250
-28.6%
0.02%
-28.6%
Q1 2017$33,379,000
+2.5%
3500.0%0.02%0.0%
Q4 2016$32,554,000
+6.9%
3500.0%0.02%0.0%
Q3 2016$30,450,000
-24.6%
350
-26.3%
0.02%
-19.2%
Q2 2016$40,370,000
-40.9%
475
-42.7%
0.03%
-48.0%
Q1 2016$68,301,0008290.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 1,678,868$135,904,00045.71%
VISTA CAPITAL PARTNERS, INC. 1,254,886$101,583,00032.81%
INR ADVISORY SERVICES LLC 1,160,892$93,974,00019.27%
IBBOTSON ASSOCIATES INC 122,392$9,908,00013.61%
Garde Capital, Inc. 403,244$32,643,00012.84%
STRINGER ASSET MANAGEMENT, LLC 209,230$16,937,00010.49%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 4,765,645$385,779,0009.78%
Blue Edge Capital, LLC 169,001$13,680,631,0009.28%
Lubar & Co., Inc 198,221$16,046,0008.86%
Financial Planning & Information Services, Inc. 161,040$13,036,0008.78%
View complete list of VANGUARD INDEX FDS shareholders