Sound Income Strategies, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,744 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.7%.

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 Q1 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