Sound Income Strategies, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,086 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.60 and the average weighting 1.2%.

Quarter-by-quarter ownership
Sound Income Strategies, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$18,444
-84.0%
134
-83.5%
0.00%
-83.3%
Q2 2023$115,243
+139.8%
811
+133.0%
0.01%
+140.0%
Q1 2023$48,062
+235.7%
348
+241.2%
0.01%
+150.0%
Q4 2022$14,318
+43.2%
102
+30.8%
0.00%
+100.0%
Q3 2022$10,000
+233.3%
78
+239.1%
0.00%
Q2 2022$3,000
+50.0%
23
+21.1%
0.00%
-100.0%
Q2 2020$2,0000.0%190.0%0.00%0.0%
Q1 2020$2,000
-50.0%
19
-50.0%
0.00%0.0%
Q4 2019$4,000
+100.0%
38
+100.0%
0.00%0.0%
Q3 2019$2,000
-88.2%
19
-87.7%
0.00%
-83.3%
Q2 2019$17,000
+112.5%
155
+118.3%
0.01%
+50.0%
Q1 2019$8,000
+14.3%
710.0%0.00%0.0%
Q4 2018$7,000
-46.2%
71
-38.3%
0.00%
-33.3%
Q3 2018$13,000
+85.7%
115
+62.0%
0.01%
+50.0%
Q2 2018$7,0000.0%710.0%0.00%
-20.0%
Q1 2018$7,000
-22.2%
71
-15.5%
0.01%
-16.7%
Q4 2017$9,000840.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
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