Paragon Wealth Strategies, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 46 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Paragon Wealth Strategies, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$221,068
-97.3%
1,479
-97.4%
0.06%
-97.2%
Q1 2022$8,276,000
-77.4%
56,003
-77.5%
2.17%
-75.5%
Q4 2021$36,596,000
+29.3%
248,767
+19.0%
8.85%
+17.3%
Q3 2021$28,293,000
+13.8%
209,008
+15.5%
7.54%
+10.7%
Q2 2021$24,864,000
+71.7%
180,883
+64.2%
6.81%
+54.6%
Q1 2021$14,480,000
+6895.2%
110,145
+6219.3%
4.40%
+6101.4%
Q4 2020$207,000
-49.3%
1,743
-48.8%
0.07%
-65.0%
Q4 2019$408,000
+9.4%
3,407
+2.0%
0.20%
+1.5%
Q3 2019$373,000
+18.0%
3,339
+17.0%
0.20%
+16.3%
Q2 2019$316,000
+13.7%
2,853
+10.3%
0.17%
+6.8%
Q1 2019$278,0002,5860.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Saudi Central Bank 756,686$111,316,000100.00%
Permanens Capital L.P. 1,059,590$126,049,00026.53%
VISTA CAPITAL PARTNERS, INC. 1,029,045$122,415,00020.29%
Peninsula Wealth, LLC 426,094$50,688,00019.02%
Cornerstone Management, Inc. 462,881$55,064,32417.41%
Foster Group, Inc. 789,564$92,916,00017.19%
JONES FINANCIAL COMPANIES LLLP 75,927,528$9,032,339,00016.54%
CBIZ Investment Advisory Services, LLC 1,502,129$178,691,00016.54%
TL Private Wealth 211,915$26,099,00016.50%
Jacobsen Capital Management 230,886$27,466,00016.28%
View complete list of VANGUARD INDEX FDS shareholders