EverSource Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,622 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.91 and the average weighting 1.6%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$26,552,213
+18.4%
192,505
+22.0%
2.82%
+13.9%
Q2 2023$22,422,155
+12.2%
157,791
+9.0%
2.47%
-0.6%
Q1 2023$19,990,168
+9.4%
144,741
+11.2%
2.49%
-10.1%
Q4 2022$18,270,843
+150.4%
130,162
+120.2%
2.77%
+65.6%
Q3 2022$7,298,000
+129.5%
59,100
+145.1%
1.67%
+103.8%
Q2 2022$3,180,000
+15.8%
24,111
+29.8%
0.82%
+17.8%
Q1 2022$2,745,000
+15.6%
18,578
+15.0%
0.70%
+4.7%
Q4 2021$2,375,00016,1480.66%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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