AJ WEALTH STRATEGIES, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,612 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.54 and the average weighting 1.4%.

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 Q1 2022
NameSharesValueWeighting ↓
Trustees of Dartmouth College 1,584,950$225,221,39599.17%
Permanens Capital L.P. 1,417,073$201,366,07346.35%
Pacific Life Fund Advisors LLC 2,068,009$293,864,07929.87%
Employees' Retirement Fund of the City of Fort Worth 1,078,774$153,293,78528.60%
Saudi Central Bank 756,686$104,50526.91%
Safeguard Financial, LLC 346,105$49,18123.69%
Thrive Wealth Management, LLC 625,782$88,923,63423.03%
Brickley Wealth Management 630,411$89,581,41622.63%
NorthLanding Financial Partners, LLC 119,007$16,910,84622.04%
Mill Creek Capital Advisors, LLC 4,757,107$675,984,90421.83%
View complete list of VANGUARD INDEX FDS shareholders