MPS Loria Financial Planners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,622 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
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 Q2 2022
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