CAPITAL WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,779 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.

Quarter-by-quarter ownership
CAPITAL WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$18,248,139
-3.1%
132,300
-0.2%
10.00%
-2.4%
Q2 2023$18,837,486
+4.0%
132,565
+1.1%
10.25%
-1.4%
Q1 2023$18,105,393
+14.6%
131,094
+16.5%
10.40%
-2.7%
Q4 2022$15,792,748
+12.2%
112,508
-1.3%
10.68%
-2.1%
Q3 2022$14,077,000
-2.6%
114,008
+4.0%
10.91%
+1.8%
Q2 2022$14,456,000
-14.2%
109,617
-3.8%
10.72%
-5.6%
Q1 2022$16,839,000
-1.7%
113,943
-2.2%
11.36%
-5.4%
Q4 2021$17,130,000
+4.4%
116,447
-4.0%
12.00%
-5.3%
Q3 2021$16,412,000
-9.2%
121,236
-7.8%
12.68%
-4.1%
Q2 2021$18,077,000
+1.7%
131,510
-2.7%
13.23%
-6.1%
Q1 2021$17,770,000
+12.1%
135,175
+1.5%
14.08%
+2.9%
Q4 2020$15,846,000
+13.9%
133,204
+0.1%
13.68%
-2.4%
Q3 2020$13,911,000
-0.1%
133,107
-4.8%
14.02%
-5.5%
Q2 2020$13,924,000
+12.5%
139,812
+0.6%
14.83%
-4.4%
Q1 2020$12,378,000
-26.3%
138,987
-0.8%
15.52%
-9.5%
Q4 2019$16,800,000
+6.5%
140,172
-0.8%
17.14%
+1.7%
Q3 2019$15,777,000
+0.3%
141,344
-0.3%
16.86%
+7.5%
Q2 2019$15,728,000
+2.1%
141,794
-1.0%
15.68%
+1.8%
Q1 2019$15,411,000
+10.5%
143,188
+0.6%
15.40%
+1.0%
Q4 2018$13,945,000
-13.0%
142,373
-1.7%
15.25%
+8.6%
Q3 2018$16,034,000
+7.5%
144,872
+0.9%
14.04%
+3.4%
Q2 2018$14,914,000
+0.7%
143,635
+0.1%
13.58%
-2.0%
Q1 2018$14,807,000
-4.2%
143,503
-1.3%
13.87%
+3.9%
Q4 2017$15,463,000145,44013.34%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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