MPS Loria Financial Planners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,286 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.47 and the average weighting 1.2%.

Quarter-by-quarter ownership
MPS Loria Financial Planners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$299,657
-2.8%
2,173
+0.2%
0.12%
+0.9%
Q2 2023$308,284
-1.5%
2,169
-4.2%
0.12%
-7.9%
Q1 2023$312,874
-9.2%
2,265
-7.7%
0.13%
-17.6%
Q4 2022$344,407
+13.7%
2,454
+0.2%
0.15%
+29.7%
Q3 2022$303,000
-5.9%
2,450
+0.1%
0.12%
-18.6%
Q2 2022$322,000
-10.8%
2,447
+0.1%
0.14%
-4.6%
Q1 2022$361,000
+4.0%
2,445
+3.4%
0.15%
+7.8%
Q4 2021$347,000
+8.4%
2,3650.0%0.14%
-4.1%
Q3 2021$320,000
-1.5%
2,3650.0%0.15%
-2.0%
Q2 2021$325,000
+4.8%
2,3650.0%0.15%
+4.2%
Q1 2021$310,000
+5.4%
2,365
-5.6%
0.14%
+9.1%
Q4 2020$294,000
+12.2%
2,5050.0%0.13%
-2.9%
Q3 2020$262,000
+18.0%
2,505
+12.5%
0.14%
+14.3%
Q2 2020$222,000
-7.5%
2,227
+10.8%
0.12%
-16.2%
Q4 2019$240,000
+7.1%
2,0100.0%0.14%
-2.7%
Q3 2019$224,000
+0.9%
2,0100.0%0.15%
+2.8%
Q2 2019$222,000
+55.2%
2,010
+37.2%
0.14%
+47.9%
Q2 2017$143,0001,4650.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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