Dougherty Wealth Advisers LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,974 filers reported holding VANGUARD INDEX FDS in Q2 2024. The put-call ratio across all filers is 0.24 and the average weighting 1.4%.

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 2024
NameSharesValueWeighting ↓
Trustees of Dartmouth College 1,440,950$198,750,23489.97%
Permanens Capital L.P. 1,776,945$245,094,02441.90%
Employees' Retirement Fund of the City of Fort Worth 928,774$128,105,79728.22%
Pacific Life Fund Advisors LLC 1,892,409$261,019,97327.63%
Saudi Central Bank 756,686$104,36926.69%
Safeguard Financial, LLC 388,806$53,628,07625.87%
Thrive Wealth Management, LLC 655,367$90,394,80824.05%
Dougherty Wealth Advisers LLC 149,922$20,678,74123.94%
Brickley Wealth Management 630,698$86,992,15023.21%
NorthLanding Financial Partners, LLC 128,468$17,719,64322.71%
View complete list of VANGUARD INDEX FDS shareholders