Patriot Financial Group Insurance Agency, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,316 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.45 and the average weighting 1.3%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$592,647
-0.8%
4,297
+2.2%
0.12%
+8.8%
Q2 2023$597,712
-16.9%
4,206
-19.3%
0.11%
-22.6%
Q1 2023$719,497
-3.5%
5,210
-1.9%
0.15%
+46.0%
Q4 2022$745,807
-21.7%
5,313
-31.2%
0.10%
-56.9%
Q3 2022$953,000
-24.4%
7,720
-19.2%
0.23%
-9.4%
Q2 2022$1,260,000
-10.9%
9,553
-0.1%
0.26%
+1.6%
Q1 2022$1,414,000
-1.0%
9,567
-1.5%
0.25%
+6.3%
Q4 2021$1,429,000
+16.1%
9,714
+6.8%
0.24%
+8.7%
Q3 2021$1,231,000
+10.8%
9,096
+12.5%
0.22%
+7.4%
Q2 2021$1,111,000
+18.7%
8,083
+13.5%
0.20%
-5.1%
Q1 2021$936,000
+49.5%
7,119
+35.2%
0.21%
+36.3%
Q4 2020$626,000
+33.8%
5,266
+17.6%
0.16%
+3.3%
Q3 2020$468,000
+6.6%
4,479
+1.5%
0.15%
-9.5%
Q2 2020$439,000
+19.0%
4,411
+6.3%
0.17%
-0.6%
Q1 2020$369,000
-0.8%
4,148
+33.6%
0.17%
+20.7%
Q4 2019$372,000
+106.7%
3,104
+92.7%
0.14%
+72.8%
Q3 2019$180,000
-15.1%
1,611
-14.9%
0.08%
-11.0%
Q2 2019$212,000
+101.9%
1,894
+94.7%
0.09%
+68.5%
Q1 2019$105,000
+81.0%
973
+63.0%
0.05%
+42.1%
Q4 2018$58,000
+56.8%
597
+79.3%
0.04%
+72.7%
Q3 2018$37,000
+362.5%
333
+344.0%
0.02%
+144.4%
Q2 2018$8,000
-66.7%
75
-68.8%
0.01%
-50.0%
Q1 2018$24,000
+20.0%
240
+35.6%
0.02%
+20.0%
Q4 2017$20,000
+33.3%
177
+16.4%
0.02%
+15.4%
Q3 2017$15,000
+15.4%
152
+14.3%
0.01%
-7.1%
Q2 2017$13,000
-35.0%
133
-36.4%
0.01%
-33.3%
Q1 2017$20,000
-89.0%
209
-89.2%
0.02%
-91.5%
Q4 2016$181,0001,9380.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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