Total Wealth Planning, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,286 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.47 and the average weighting 1.2%.

Quarter-by-quarter ownership
Total Wealth Planning, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$39,821,120
-2.9%
288,705
+0.1%
8.14%
-4.7%
Q2 2023$41,003,343
+5.6%
288,553
+2.7%
8.54%
-0.3%
Q1 2023$38,815,171
+3.9%
281,045
+5.6%
8.56%
-7.5%
Q4 2022$37,350,540
+10.0%
266,086
-3.2%
9.25%
-4.0%
Q3 2022$33,950,000
-0.9%
274,939
+5.8%
9.64%
-2.7%
Q2 2022$34,257,000
-8.6%
259,762
+2.4%
9.91%
-2.1%
Q1 2022$37,498,000
+128.1%
253,742
+66.1%
10.13%
-0.3%
Q4 2021$16,441,000
-50.1%
152,757
-37.3%
10.16%
-15.1%
Q3 2021$32,959,000
+10.8%
243,474
+12.6%
11.96%
+2.6%
Q2 2021$29,735,000
+6.2%
216,319
+1.6%
11.66%
-1.8%
Q1 2021$27,990,000
+12.8%
212,916
+2.1%
11.87%
+3.5%
Q4 2020$24,818,000
+16.5%
208,625
+2.3%
11.47%
+3.7%
Q3 2020$21,311,000
+6.3%
203,917
+1.3%
11.06%
-0.4%
Q2 2020$20,049,000
+16.3%
201,319
+4.0%
11.11%
-0.9%
Q1 2020$17,242,000
-10.3%
193,599
+20.7%
11.22%
+9.4%
Q4 2019$19,218,000
+7.7%
160,349
+0.3%
10.25%
+1.1%
Q3 2019$17,839,000
+3.9%
159,818
+3.3%
10.14%
-0.0%
Q2 2019$17,168,000
+4.4%
154,778
+1.3%
10.14%
-0.2%
Q1 2019$16,441,000
+11.0%
152,757
+1.0%
10.16%
-0.9%
Q4 2018$14,813,000151,23310.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 1,678,868$135,904,00045.71%
VISTA CAPITAL PARTNERS, INC. 1,254,886$101,583,00032.81%
INR ADVISORY SERVICES LLC 1,160,892$93,974,00019.27%
IBBOTSON ASSOCIATES INC 122,392$9,908,00013.61%
Garde Capital, Inc. 403,244$32,643,00012.84%
STRINGER ASSET MANAGEMENT, LLC 209,230$16,937,00010.49%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 4,765,645$385,779,0009.78%
Blue Edge Capital, LLC 169,001$13,680,631,0009.28%
Lubar & Co., Inc 198,221$16,046,0008.86%
Financial Planning & Information Services, Inc. 161,040$13,036,0008.78%
View complete list of VANGUARD INDEX FDS shareholders