Dougherty Wealth Advisers LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,798 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 1.6%.

Quarter-by-quarter ownership
Dougherty Wealth Advisers LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$26,632,712
-2.7%
166,029
-1.2%
23.27%
-3.9%
Q1 2024$27,367,157
+9.5%
168,041
+0.5%
24.22%
+5.4%
Q4 2023$25,001,782
+20.9%
167,236
+11.5%
22.97%
-4.1%
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 Q2 2023
NameSharesValueWeighting ↓
VISTA CAPITAL PARTNERS, INC. 1,193,693$99,506,00031.24%
Cable Hill Partners, LLC 374,762$31,484,00023.73%
PROVIDA PENSION FUND ADMINISTRATOR 9,688,696$807,650,00017.73%
INR ADVISORY SERVICES LLC 1,079,157$89,959,00017.60%
MISSION WEALTH MANAGEMENT, LP 444,660$37,218,00012.73%
Cornerstone Management, Inc. 211,998$17,672,15312.63%
IBBOTSON ASSOCIATES INC 216,085$18,013,00012.13%
Strategic Income Management, LLC 228,318$19,072,00011.10%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 6,283,013$523,752,00010.73%
Garde Capital, Inc. 422,268$35,200,00010.58%
View complete list of VANGUARD INDEX FDS shareholders