Brio Consultants, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,332 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 1.3%.

Quarter-by-quarter ownership
Brio Consultants, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$321,000
+10.3%
2,411
+8.2%
0.07%
+3.0%
Q2 2022$291,000
+27.1%
2,228
+43.7%
0.07%
+34.7%
Q1 2022$229,000
+0.9%
1,550
+0.5%
0.05%
-7.5%
Q4 2021$227,000
+8.6%
1,543
+0.1%
0.05%
+3.9%
Q3 2021$209,000
-19.6%
1,541
-18.4%
0.05%
-22.7%
Q2 2021$260,000
+2.8%
1,888
-2.0%
0.07%
-10.8%
Q1 2021$253,000
+5.9%
1,927
-3.9%
0.07%
-3.9%
Q4 2020$239,000
-92.7%
2,006
-93.6%
0.08%
-92.3%
Q3 2020$3,296,000
-4.6%
31,540
-9.0%
1.00%
-13.7%
Q2 2020$3,454,000
-57.2%
34,678
-61.7%
1.15%
-64.2%
Q1 2020$8,063,000
-35.8%
90,537
-13.6%
3.22%
-23.7%
Q4 2019$12,558,000
-2.5%
104,781
-9.2%
4.22%
-12.5%
Q3 2019$12,885,000
-6.4%
115,441
-7.0%
4.83%
-12.7%
Q2 2019$13,765,000
+2.7%
124,095
-0.3%
5.53%
-6.9%
Q1 2019$13,399,000
-0.6%
124,489
-9.5%
5.94%
-14.2%
Q4 2018$13,478,000137,6056.92%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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