Cornerstone Advisory, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,612 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.37 and the average weighting 1.6%.

Quarter-by-quarter ownership
Cornerstone Advisory, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,219,924
-2.8%
16,095
+0.1%
0.39%
-3.2%
Q2 2023$2,283,844
+16.5%
16,072
+13.3%
0.40%
+13.6%
Q1 2023$1,959,720
-1.5%
14,190
+0.1%
0.35%
-9.9%
Q4 2022$1,988,962
+16.7%
14,169
+2.7%
0.39%
+2.9%
Q3 2022$1,704,000
-16.0%
13,798
-10.3%
0.38%
-17.9%
Q2 2022$2,029,000
+64.3%
15,385
+84.1%
0.46%
+146.8%
Q1 2022$1,235,000
+17.7%
8,358
+17.2%
0.19%
+24.5%
Q4 2021$1,049,000
+1.6%
7,131
-6.5%
0.15%
-11.7%
Q3 2021$1,032,000
+0.1%
7,623
+1.6%
0.17%
-1.7%
Q2 2021$1,031,000
+6.2%
7,503
+1.5%
0.17%
-5.4%
Q1 2021$971,000
+70.4%
7,389
+54.3%
0.18%
+60.0%
Q4 2020$570,000
+21.3%
4,788
+6.4%
0.12%
+4.5%
Q3 2020$470,000
-2.9%
4,499
-7.4%
0.11%
-12.7%
Q2 2020$484,000
-72.2%
4,858
-75.1%
0.13%
-76.1%
Q1 2020$1,738,000
-59.5%
19,524
-45.5%
0.53%
-40.6%
Q4 2019$4,294,000
-2.6%
35,832
-9.3%
0.89%
-6.5%
Q3 2019$4,409,000
-28.5%
39,495
-29.0%
0.95%
-28.9%
Q2 2019$6,169,000
+10.6%
55,613
+7.3%
1.34%
+9.0%
Q1 2019$5,577,000
+97.8%
51,813
+80.1%
1.23%
+65.8%
Q4 2018$2,819,000
+115.0%
28,776
+143.0%
0.74%
+90.2%
Q3 2018$1,311,000
+28.3%
11,842
+20.3%
0.39%
+15.8%
Q2 2018$1,022,000
-0.5%
9,842
-1.1%
0.34%
-9.2%
Q1 2018$1,027,000
-5.9%
9,955
-2.9%
0.37%
-1.1%
Q4 2017$1,091,000
+162.9%
10,255
+146.8%
0.37%
+167.1%
Q3 2017$415,000
-2.4%
4,155
-5.5%
0.14%
-1.4%
Q2 2017$425,000
+1.2%
4,3990.0%0.14%
-33.0%
Q1 2017$420,000
-0.9%
4,399
-3.4%
0.21%
-33.3%
Q4 2016$424,000
+2.4%
4,555
-4.2%
0.32%
-6.5%
Q3 2016$414,000
+1.5%
4,757
-0.9%
0.34%
-0.9%
Q2 2016$408,000
+1.7%
4,802
-1.2%
0.34%0.0%
Q1 2016$401,000
-0.2%
4,862
-1.4%
0.34%
-0.9%
Q4 2015$402,0004,9290.35%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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