Icon Wealth Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,207 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 1.06 and the average weighting 1.2%.

Quarter-by-quarter ownership
Icon Wealth Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$608,440
-2.8%
4,411
+0.1%
0.07%
+4.5%
Q2 2023$625,980
+3.0%
4,405
+0.1%
0.07%0.0%
Q1 2023$607,557
+5.7%
4,399
+0.8%
0.07%
-4.3%
Q2 2022$575,000
-11.0%
4,363
-0.3%
0.07%
+7.8%
Q1 2022$646,000
+0.9%
4,375
+0.5%
0.06%0.0%
Q4 2021$640,000
+8.8%
4,352
+0.1%
0.06%
+3.2%
Q3 2021$588,000
-1.5%
4,347
+0.1%
0.06%
-3.1%
Q2 2021$597,000
+4.7%
4,341
+0.1%
0.06%
-9.9%
Q1 2021$570,000
+9.6%
4,337
-0.8%
0.07%
-13.4%
Q4 2020$520,000
+37.6%
4,372
+20.8%
0.08%
+12.3%
Q3 2020$378,000
+5.0%
3,618
+0.1%
0.07%
-16.1%
Q2 2020$360,000
+12.1%
3,613
+0.1%
0.09%
-31.5%
Q1 2020$321,000
-73.5%
3,610
-72.2%
0.13%
-66.8%
Q4 2019$1,210,000
+53.4%
12,975
+83.7%
0.38%
+41.9%
Q3 2019$789,000
+0.6%
7,065
-0.0%
0.27%
-2.5%
Q2 2019$784,000
+3.0%
7,068
+0.0%
0.28%
-2.5%
Q1 2019$761,000
+10.0%
7,066
-0.0%
0.28%
-15.0%
Q4 2018$692,000
-9.9%
7,067
+1.8%
0.33%
+4.4%
Q3 2018$768,000
-0.1%
6,943
-6.3%
0.32%
-0.9%
Q2 2018$769,000
-13.1%
7,409
-13.6%
0.32%
-31.9%
Q1 2018$885,000
-24.8%
8,579
-22.5%
0.47%
-18.7%
Q4 2017$1,177,00011,0750.58%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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