Old North State Trust, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,780 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.36 and the average weighting 1.9%.

Quarter-by-quarter ownership
Old North State Trust, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2023$75
-2.6%
541
-0.9%
0.05%
+2.0%
Q4 2022$77
-99.9%
546
-6.2%
0.05%
-17.7%
Q3 2022$72,000
+350.0%
582
+419.6%
0.06%
+463.6%
Q4 2021$16,000
+6.7%
1120.0%0.01%
-15.4%
Q3 2021$15,000
-60.5%
112
-59.6%
0.01%
-55.2%
Q2 2021$38,000
-25.5%
277
-28.8%
0.03%
-27.5%
Q1 2021$51,000
+4.1%
389
-4.9%
0.04%
+5.3%
Q4 2020$49,000
-62.6%
409
-67.5%
0.04%
-56.8%
Q3 2020$131,000
+6.5%
1,258
-8.6%
0.09%
-1.1%
Q1 2020$123,000
-27.2%
1,376
-2.2%
0.09%
-2.2%
Q4 2019$169,000
-9.1%
1,407
-15.5%
0.09%
-27.8%
Q3 2019$186,000
-18.1%
1,666
-18.7%
0.13%
-23.2%
Q2 2019$227,000
+2.3%
2,049
-0.8%
0.16%
+5.8%
Q1 2019$222,000
-14.0%
2,066
-21.6%
0.16%
-41.3%
Q4 2018$258,000
-14.6%
2,634
-3.5%
0.26%
-7.4%
Q3 2018$302,0002,7290.28%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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