Wells Trecaso Financial Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,551 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.60 and the average weighting 1.4%.

Quarter-by-quarter ownership
Wells Trecaso Financial Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,269,776
-2.5%
16,456
+0.4%
1.01%
+0.7%
Q2 2023$2,329,161
+2.9%
16,391
+0.0%
1.00%
-4.4%
Q1 2023$2,263,347
-7.7%
16,388
-6.2%
1.05%
-14.4%
Q4 2022$2,451,281
+13.2%
17,463
-0.5%
1.22%
+2.9%
Q3 2022$2,166,000
-2.5%
17,543
+4.1%
1.19%
+3.3%
Q2 2022$2,222,000
-15.4%
16,848
-5.2%
1.15%
-1.6%
Q1 2022$2,627,000
-4.4%
17,778
-4.8%
1.17%
-2.1%
Q4 2021$2,748,000
+10.1%
18,683
+1.3%
1.20%
+0.3%
Q3 2021$2,497,000
-0.3%
18,443
+1.3%
1.19%
-1.1%
Q2 2021$2,504,000
+4.6%
18,2130.0%1.20%
-4.7%
Q1 2021$2,394,000
+11.1%
18,213
+0.6%
1.26%
+5.3%
Q4 2020$2,155,000
+32.9%
18,113
+16.8%
1.20%
+16.0%
Q3 2020$1,621,000
+1.6%
15,513
-3.1%
1.03%
-6.0%
Q2 2020$1,595,000
+11.7%
16,013
-0.1%
1.10%
-13.5%
Q1 2020$1,428,000
-14.0%
16,033
+15.8%
1.27%
+5.9%
Q4 2019$1,660,000
+1.4%
13,848
-5.6%
1.20%
-8.0%
Q3 2019$1,637,000
+0.6%
14,6680.0%1.30%
-2.5%
Q2 2019$1,627,000
-7.3%
14,668
-10.1%
1.34%
-9.2%
Q1 2019$1,755,000
+10.6%
16,308
+0.7%
1.47%
-2.8%
Q4 2018$1,587,000
+127.0%
16,198
+156.6%
1.52%
+161.6%
Q3 2018$699,000
+29.7%
6,313
+21.7%
0.58%
+14.9%
Q2 2018$539,000
+0.7%
5,1880.0%0.50%
-0.8%
Q1 2018$535,0005,1880.51%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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