Total Wealth Planning, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,612 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.37 and the average weighting 1.6%.

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 Q3 2022
NameSharesValueWeighting ↓
Trustees of Dartmouth College 1,584,950$225,221,39599.17%
Permanens Capital L.P. 1,417,073$201,366,07346.35%
Pacific Life Fund Advisors LLC 2,068,009$293,864,07929.87%
Employees' Retirement Fund of the City of Fort Worth 1,078,774$153,293,78528.60%
Saudi Central Bank 756,686$104,50526.91%
Safeguard Financial, LLC 346,105$49,18123.69%
Thrive Wealth Management, LLC 625,782$88,923,63423.03%
Brickley Wealth Management 630,411$89,581,41622.63%
NorthLanding Financial Partners, LLC 119,007$16,910,84622.04%
Mill Creek Capital Advisors, LLC 4,757,107$675,984,90421.83%
View complete list of VANGUARD INDEX FDS shareholders