WealthOne, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,316 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.45 and the average weighting 1.3%.

Quarter-by-quarter ownership
WealthOne, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$45,093,083
-2.4%
326,927
+0.5%
18.21%
+7.4%
Q2 2023$46,210,464
+1.2%
325,197
-1.6%
16.95%
-4.9%
Q1 2023$45,658,071
+3.5%
330,592
+5.2%
17.83%
-0.3%
Q4 2022$44,092,844
+20.4%
314,119
+5.9%
17.88%
+13.1%
Q3 2022$36,622,000
-0.8%
296,580
+5.9%
15.81%
+4.6%
Q2 2022$36,928,000
-8.8%
280,015
+2.2%
15.11%
+5.9%
Q1 2022$40,495,000
+5.8%
274,025
+5.3%
14.26%
+7.9%
Q4 2021$38,285,000
+24.1%
260,250
+14.2%
13.22%
+14.3%
Q3 2021$30,841,000
+1.9%
227,830
+3.5%
11.56%
-2.3%
Q2 2021$30,265,000
+9.5%
220,172
+4.8%
11.83%
-0.4%
Q1 2021$27,631,000
+17.7%
210,188
+6.5%
11.88%
+4.9%
Q4 2020$23,468,000
+17.6%
197,277
+3.3%
11.32%
+0.7%
Q3 2020$19,955,000
+5.3%
190,942
+0.3%
11.24%
-3.4%
Q2 2020$18,956,000
+15.9%
190,336
+3.6%
11.64%
-7.2%
Q1 2020$16,358,000
-26.0%
183,673
-0.5%
12.54%
-9.0%
Q4 2019$22,120,000
+19.1%
184,565
+10.9%
13.77%
+3.6%
Q3 2019$18,574,000
+3.3%
166,406
+2.6%
13.29%
+4.5%
Q2 2019$17,984,000
+12.3%
162,137
+9.0%
12.72%
-29.6%
Q1 2019$16,010,000
+23.5%
148,746
+12.4%
18.08%
+59.2%
Q4 2018$12,968,000132,39511.36%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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