Valeo Financial 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
Valeo Financial Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,821,310
+13.4%
42,205
+16.8%
0.26%
+12.8%
Q2 2023$5,135,402
+24.1%
36,139
-48.5%
0.24%
+18.1%
Q1 2023$4,136,557
-14.3%
70,171
+104.1%
0.20%
-24.9%
Q4 2022$4,825,949
+22.9%
34,380
+8.1%
0.26%
+6.0%
Q3 2022$3,926,000
-32.6%
31,799
-28.0%
0.25%
-31.7%
Q2 2022$5,827,000
-4.8%
44,182
-25.9%
0.37%
+17.7%
Q1 2022$6,123,000
+24.8%
59,608
+78.7%
0.31%
+17.4%
Q4 2021$4,906,000
+14.7%
33,352
+5.5%
0.26%
+8.2%
Q3 2021$4,279,000
+22.1%
31,609
+24.0%
0.24%
+15.0%
Q2 2021$3,505,000
+93.2%
25,499
+84.7%
0.21%
+153.6%
Q1 2021$1,814,000
+73.4%
13,802
+57.0%
0.08%
+55.6%
Q4 2020$1,046,000
+35.5%
8,789
+18.9%
0.05%
-20.6%
Q3 2020$772,000
-1.0%
7,389
-5.7%
0.07%
-4.2%
Q2 2020$780,000
-22.6%
7,837
-24.5%
0.07%
-33.6%
Q1 2020$1,008,000
+6.3%
10,374
+31.2%
0.11%
+16.3%
Q4 2019$948,000
+15.5%
7,910
+7.5%
0.09%
+1.1%
Q3 2019$821,000
+14.8%
7,361
+14.2%
0.09%
+11.0%
Q2 2019$715,000
+0.6%
6,445
-2.4%
0.08%
-4.7%
Q1 2019$711,000
+32.4%
6,603
+20.3%
0.09%
+14.7%
Q4 2018$537,000
-37.6%
5,487
-33.0%
0.08%
-35.3%
Q3 2018$860,000
-2.4%
8,191
+0.7%
0.12%
-5.7%
Q2 2018$881,000
+246.9%
8,135
+229.9%
0.12%
+200.0%
Q1 2018$254,000
-38.5%
2,466
-36.6%
0.04%
-39.7%
Q4 2017$413,000
+256.0%
3,887
+235.1%
0.07%
+161.5%
Q3 2017$116,0001,1600.03%
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