Dougherty Wealth Advisers 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
Dougherty Wealth Advisers LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$20,678,741
+599.4%
149,922
+620.5%
23.94%
+490.0%
Q2 2023$2,956,675
+307.2%
20,807
+295.8%
4.06%
+269.9%
Q1 2023$726,044
+27.0%
5,257
+29.1%
1.10%
+16.8%
Q4 2022$571,587
+181.6%
4,072
+148.3%
0.94%
+133.6%
Q3 2022$203,000
-6.0%
1,6400.0%0.40%
-0.2%
Q2 2022$216,000
+98.2%
1,640
+121.6%
0.40%
+145.7%
Q1 2022$109,0000.0%7400.0%0.16%
+7.9%
Q4 2021$109,000
+9.0%
7400.0%0.15%
+2.0%
Q3 2021$100,0007400.15%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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