WEALTHSOURCE PARTNERS, 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
WEALTHSOURCE PARTNERS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,172,129
-6.5%
8,498
-3.7%
0.08%
-3.6%
Q2 2023$1,253,748
-0.4%
8,823
-3.2%
0.08%
-2.4%
Q1 2023$1,258,785
-0.9%
9,114
+0.7%
0.08%
-5.6%
Q4 2022$1,270,842
+6.9%
9,054
-6.0%
0.09%
+2.3%
Q3 2022$1,189,000
-12.4%
9,628
-6.4%
0.09%
-11.1%
Q2 2022$1,357,000
-2.3%
10,289
+9.5%
0.10%
+5.3%
Q1 2022$1,389,000
-9.6%
9,399
-10.0%
0.09%
-23.6%
Q4 2021$1,536,000
+18.0%
10,441
+8.6%
0.12%
+7.9%
Q3 2021$1,302,000
-3.0%
9,617
-1.5%
0.11%
-4.2%
Q2 2021$1,342,000
+20.6%
9,762
+15.3%
0.12%
+7.2%
Q1 2021$1,113,000
+10.3%
8,464
-0.2%
0.11%
-5.9%
Q4 2020$1,009,000
+13.2%
8,478
-0.6%
0.12%
-0.8%
Q3 2020$891,000
-16.3%
8,530
-20.2%
0.12%
-22.2%
Q2 2020$1,065,000
-1.6%
10,693
-12.0%
0.15%
-10.0%
Q1 2020$1,082,000
-49.6%
12,147
-32.2%
0.17%
-39.7%
Q4 2019$2,146,000
+0.9%
17,903
-6.0%
0.28%
-11.6%
Q3 2019$2,127,000
-16.9%
19,052
-17.5%
0.32%
-20.8%
Q2 2019$2,560,000
-2.0%
23,080
-4.9%
0.40%
-31.7%
Q1 2019$2,613,000
+15.3%
24,277
+4.9%
0.59%
-9.5%
Q4 2018$2,266,000
-15.5%
23,135
-4.6%
0.65%
-7.0%
Q3 2018$2,683,000
-1.0%
24,241
-7.1%
0.70%
-7.4%
Q2 2018$2,710,000
-57.3%
26,104
-59.3%
0.76%
-28.7%
Q1 2018$6,342,000
+138.6%
64,066
+156.2%
1.06%
+29.1%
Q4 2017$2,658,000
-19.6%
25,002
-24.5%
0.82%
-24.8%
Q3 2017$3,305,000
+3.3%
33,105
-0.1%
1.09%
+0.2%
Q2 2017$3,199,000
-2.2%
33,125
-3.5%
1.09%
-9.6%
Q1 2017$3,272,000
+13.9%
34,310
+11.1%
1.21%
-0.2%
Q4 2016$2,872,000
-16.6%
30,874
-22.0%
1.21%
-3.7%
Q3 2016$3,442,000
+4.6%
39,558
+2.2%
1.26%
+2.3%
Q2 2016$3,291,000
+19.9%
38,718
+16.2%
1.23%
+9.5%
Q1 2016$2,745,00033,3131.12%
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