PRW Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,551 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.60 and the average weighting 1.4%.

Quarter-by-quarter ownership
PRW Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$12,069,017
-12.2%
90,629
-7.4%
4.60%
-14.4%
Q1 2023$13,749,816
-13.0%
97,822
-23.6%
5.38%
-28.6%
Q3 2022$15,801,000
-3.2%
127,968
+3.3%
7.53%
-21.5%
Q2 2022$16,330,000
-6.5%
123,825
+4.8%
9.59%
+23.9%
Q1 2022$17,458,000
+4.8%
118,141
+4.3%
7.74%
-0.1%
Q4 2021$16,661,000
-1.8%
113,253
-9.6%
7.75%
-8.7%
Q3 2021$16,965,000
+8095.7%
125,327
+8216.3%
8.49%
+13824.6%
Q2 2021$207,000
-98.9%
1,507
-98.9%
0.06%
-99.3%
Q1 2021$18,098,000
+20.1%
137,666
+8.7%
8.87%
+4.7%
Q4 2020$15,065,000
+125.8%
126,637
+98.4%
8.47%
+77.6%
Q3 2020$6,671,000
+28.5%
63,830
+22.4%
4.77%
+15.5%
Q2 2020$5,192,000
+1522.5%
52,134
+1349.4%
4.13%
+964.9%
Q1 2020$320,000
+21.7%
3,597
+51.9%
0.39%
+32.9%
Q2 2019$263,000
+3.5%
2,3680.0%0.29%
+23.7%
Q1 2019$254,000
+9.0%
2,3680.0%0.24%
-18.3%
Q4 2018$233,0002,3680.29%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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