Fusion Family Wealth LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,551 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.60 and the average weighting 1.4%.

Quarter-by-quarter ownership
Fusion Family Wealth LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$313,889
-10.9%
2,276
-8.2%
0.04%
-7.1%
Q2 2023$352,225
+66.6%
2,479
+61.9%
0.04%
+55.6%
Q1 2023$211,406
-33.0%
1,531
-31.9%
0.03%
-37.2%
Q4 2022$315,371
-12.4%
2,247
-15.6%
0.04%
-20.4%
Q3 2022$360,000
+21.6%
2,661
+18.4%
0.05%
+28.6%
Q2 2022$296,000
-10.8%
2,2470.0%0.04%
-6.7%
Q1 2022$332,000
+0.3%
2,2470.0%0.04%
-8.2%
Q4 2021$331,000
-8.1%
2,247
-15.6%
0.05%
-9.3%
Q3 2021$360,000
-2.4%
2,661
-0.8%
0.05%
-1.8%
Q2 2021$369,000
+5.1%
2,682
+0.3%
0.06%
+1.9%
Q1 2021$351,000
+150.7%
2,674
+126.4%
0.05%
+116.0%
Q4 2020$140,000
+7.7%
1,181
-5.4%
0.02%
-3.8%
Q3 2020$130,000
+4.8%
1,2480.0%0.03%
-10.3%
Q2 2020$124,000
-12.7%
1,248
-21.6%
0.03%
-23.7%
Q1 2020$142,000
-34.3%
1,592
-11.7%
0.04%
-24.0%
Q4 2019$216,000
+7.5%
1,8020.0%0.05%
-5.7%
Q3 2019$201,000
+0.5%
1,8020.0%0.05%
+6.0%
Q2 2019$200,000
-2.4%
1,802
-4.8%
0.05%
-12.3%
Q1 2019$205,000
+10.8%
1,8930.0%0.06%
+5.6%
Q4 2018$185,000
-17.8%
1,893
-6.9%
0.05%
-10.0%
Q3 2018$225,000
+6.6%
2,0340.0%0.06%
+1.7%
Q2 2018$211,000
+0.5%
2,0340.0%0.06%
-16.9%
Q1 2018$210,000
-2.8%
2,0340.0%0.07%
+31.5%
Q4 2017$216,000
-0.9%
2,034
-6.8%
0.05%
-27.0%
Q3 2017$218,000
+27.5%
2,183
+23.4%
0.07%
+25.4%
Q2 2017$171,000
+8.2%
1,769
+6.6%
0.06%0.0%
Q1 2017$158,0001,6590.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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