Total Wealth Planning, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,567 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
Total Wealth Planning, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$49,178,575
+2.8%
294,060
+0.1%
8.07%
-1.9%
Q1 2024$47,854,312
+7.2%
293,837
-1.6%
8.22%
+1.6%
Q4 2023$44,640,566
+12.1%
298,599
+3.4%
8.10%
-0.5%
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 Q4 2021
NameSharesValueWeighting ↓
VISTA CAPITAL PARTNERS, INC. 1,193,693$99,506,00031.24%
Cable Hill Partners, LLC 374,762$31,484,00023.73%
PROVIDA PENSION FUND ADMINISTRATOR 9,688,696$807,650,00017.73%
INR ADVISORY SERVICES LLC 1,079,157$89,959,00017.60%
MISSION WEALTH MANAGEMENT, LP 444,660$37,218,00012.73%
Cornerstone Management, Inc. 211,998$17,672,15312.63%
IBBOTSON ASSOCIATES INC 216,085$18,013,00012.13%
Strategic Income Management, LLC 228,318$19,072,00011.10%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 6,283,013$523,752,00010.73%
Garde Capital, Inc. 422,268$35,200,00010.58%
View complete list of VANGUARD INDEX FDS shareholders