Leonard Rickey Investment Advisors P.L.L.C. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,316 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.45 and the average weighting 1.3%.

Quarter-by-quarter ownership
Leonard Rickey Investment Advisors P.L.L.C. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,485,383
-3.6%
10,769
-0.7%
0.49%
-16.2%
Q2 2023$1,540,379
+2.6%
10,840
-0.3%
0.58%
-0.9%
Q1 2023$1,501,403
-4.6%
10,871
-3.0%
0.58%
-12.2%
Q4 2022$1,573,586
+13.1%
11,210
-0.5%
0.67%
+2.1%
Q3 2022$1,391,000
-7.0%
11,262
-0.7%
0.65%
-0.3%
Q2 2022$1,496,000
-11.9%
11,344
-1.3%
0.65%
+1.1%
Q1 2022$1,698,000
+0.5%
11,488
+0.1%
0.65%
+4.5%
Q4 2021$1,689,000
+8.8%
11,479
+0.1%
0.62%
-5.1%
Q3 2021$1,553,000
-2.3%
11,473
-0.8%
0.65%
-5.1%
Q2 2021$1,590,000
+3.5%
11,561
-1.1%
0.69%
+11.5%
Q1 2021$1,536,000
+11.5%
11,685
+0.9%
0.62%
-1.8%
Q4 2020$1,378,000
+18.5%
11,580
+4.0%
0.63%
-13.9%
Q3 2020$1,163,000
+3.7%
11,131
-1.2%
0.73%
-0.3%
Q2 2020$1,122,000
+6.9%
11,266
-4.4%
0.73%
-10.3%
Q1 2020$1,050,000
-24.2%
11,789
+2.0%
0.81%
-2.6%
Q4 2019$1,385,000
+7.2%
11,557
-0.2%
0.84%
-2.7%
Q3 2019$1,292,000
-0.2%
11,578
-0.8%
0.86%
-1.4%
Q2 2019$1,295,000
+4.4%
11,672
+1.2%
0.87%
-3.0%
Q1 2019$1,241,000
+7.9%
11,531
-1.8%
0.90%
-5.4%
Q4 2018$1,150,000
+6.9%
11,744
+20.7%
0.95%
+20.9%
Q3 2018$1,076,000
+3.4%
9,726
-3.0%
0.78%
-0.1%
Q2 2018$1,041,000
+0.2%
10,022
-0.5%
0.79%
-3.1%
Q1 2018$1,039,000
+4.5%
10,073
+7.7%
0.81%
+6.6%
Q4 2017$994,0009,3490.76%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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