AJ WEALTH STRATEGIES, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,207 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 1.06 and the average weighting 1.2%.

Quarter-by-quarter ownership
AJ WEALTH STRATEGIES, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$1,943,778
+1.1%
13,679
-1.7%
0.09%
-6.0%
Q1 2023$1,922,225
+98779.9%
13,918
+0.5%
0.10%
-2.0%
Q4 2022$1,944
-99.4%
13,850
+429.4%
0.10%
+436.8%
Q3 2022$323,000
-6.4%
2,6160.0%0.02%
+5.6%
Q2 2022$345,000
-10.9%
2,6160.0%0.02%
-5.3%
Q1 2022$387,000
+0.5%
2,6160.0%0.02%
+5.6%
Q4 2021$385,000
+8.8%
2,6160.0%0.02%
-5.3%
Q3 2021$354,000
-37.5%
2,616
-36.4%
0.02%
-44.1%
Q2 2021$566,000
+72.0%
4,116
+64.2%
0.03%
+47.8%
Q1 2021$329,000
+8.9%
2,506
-1.1%
0.02%
-11.5%
Q4 2020$302,000
+14.0%
2,5350.0%0.03%
-3.7%
Q3 2020$265,000
-4.0%
2,535
-8.4%
0.03%
-12.9%
Q2 2020$276,000
+12.2%
2,7670.0%0.03%
-6.1%
Q1 2020$246,000
-58.7%
2,767
-44.4%
0.03%
-52.9%
Q4 2019$596,000
+7.4%
4,9730.0%0.07%
-4.1%
Q3 2019$555,000
+0.5%
4,9730.0%0.07%
-9.9%
Q2 2019$552,000
-4.7%
4,973
-7.6%
0.08%
-15.6%
Q1 2019$579,000
+8.2%
5,384
-1.4%
0.10%
-6.8%
Q4 2018$535,000
-11.4%
5,4590.0%0.10%
-8.0%
Q3 2018$604,000
-19.4%
5,459
-24.3%
0.11%
-27.3%
Q2 2018$749,000
-38.8%
7,209
-39.2%
0.15%
-47.3%
Q1 2018$1,224,000
-2.7%
11,858
+0.2%
0.29%
-7.0%
Q4 2017$1,258,000
+6.8%
11,831
+0.2%
0.31%
-18.0%
Q3 2017$1,178,000
+3.6%
11,803
+0.3%
0.38%
-11.1%
Q2 2017$1,137,000
-6.5%
11,772
-7.7%
0.43%
-18.5%
Q1 2017$1,216,000
+12.2%
12,748
+9.4%
0.53%
-5.5%
Q4 2016$1,084,00011,6490.56%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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