Benchmark Financial Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,744 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.7%.

Quarter-by-quarter ownership
Benchmark Financial Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$241,784
-4.6%
1,753
-1.7%
0.11%
-2.6%
Q2 2023$253,458
+0.8%
1,784
-2.0%
0.12%
-9.3%
Q1 2023$251,497
-3.9%
1,821
-2.3%
0.13%
-9.2%
Q4 2022$261,689
-11.0%
1,864
-21.6%
0.14%
-17.9%
Q3 2022$294,000
-5.8%
2,379
+0.6%
0.17%
+8.1%
Q2 2022$312,000
-11.9%
2,364
-1.3%
0.16%
+6.7%
Q1 2022$354,000
-16.3%
2,395
-16.8%
0.15%
-15.3%
Q4 2021$423,000
-6.8%
2,877
-14.3%
0.18%
-18.1%
Q3 2021$454,000
-84.8%
3,357
-84.5%
0.22%
-84.8%
Q2 2021$2,984,000
+5.1%
21,705
+0.5%
1.42%
-8.0%
Q1 2021$2,838,000
+10.3%
21,592
-0.2%
1.55%
+9.3%
Q4 2020$2,573,000
+7.7%
21,630
-5.3%
1.42%
-8.0%
Q3 2020$2,388,000
-11.9%
22,850
-16.1%
1.54%
-22.8%
Q2 2020$2,711,000
-39.0%
27,224
-45.4%
1.99%
-55.4%
Q1 2020$4,442,000
-29.3%
49,874
-4.9%
4.47%
-14.1%
Q4 2019$6,287,000
+9.5%
52,455
+2.0%
5.20%
-7.5%
Q3 2019$5,739,000
-7.6%
51,411
-8.2%
5.63%
-7.2%
Q2 2019$6,213,000
+2.4%
56,018
-0.7%
6.06%
-4.4%
Q1 2019$6,069,000
+8.2%
56,387
-1.6%
6.34%
-8.9%
Q4 2018$5,611,00057,2866.96%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
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