Principle Wealth Partners LLC - VANGUARD INDEX FDS ownership

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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%.

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Quarter-by-quarter ownership
Principle Wealth Partners LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,207,030
+11.8%
16,001
+15.2%
0.22%
+12.1%
Q2 2023$1,973,754
+1.6%
13,889
-1.3%
0.20%
-4.8%
Q1 2023$1,942,640
-2.0%
14,066
-0.4%
0.21%
-7.6%
Q4 2022$1,982,149
-8.0%
14,121
-19.1%
0.22%
+10.8%
Q3 2022$2,154,000
+50.8%
17,446
+61.1%
0.20%
+18.0%
Q2 2022$1,428,000
-10.8%
10,830
+0.0%
0.17%
+2.4%
Q1 2022$1,600,000
-10.8%
10,826
-11.2%
0.17%
-10.6%
Q4 2021$1,794,000
+6.9%
12,194
-1.6%
0.19%
-3.1%
Q3 2021$1,678,000
-1.5%
12,3940.0%0.19%
+0.5%
Q2 2021$1,704,000
+6.3%
12,394
+1.6%
0.19%
+3.2%
Q1 2021$1,603,000
+12.6%
12,194
+1.9%
0.19%0.0%
Q4 2020$1,423,000
+417.5%
11,964
+287.9%
0.19%
+81.6%
Q1 2020$275,000
-55.6%
3,084
-40.3%
0.10%
-48.0%
Q4 2019$619,000
+9.4%
5,164
+1.8%
0.20%
+1.0%
Q3 2019$566,000
+11.9%
5,073
+11.3%
0.20%
-24.6%
Q2 2019$506,000–4,559–0.26%–
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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