Geneos Wealth Management Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,780 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.36 and the average weighting 1.9%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,705,554
+0.2%
12,365
+3.2%
0.09%
-1.1%
Q2 2023$1,701,811
+18.5%
11,976
+15.2%
0.09%
+2.3%
Q1 2023$1,435,532
+0.8%
10,394
+2.4%
0.09%
+1.2%
Q4 2022$1,424,147
+22.5%
10,146
+7.7%
0.09%
+7.5%
Q3 2022$1,163,000
-41.5%
9,424
-36.9%
0.08%
-18.4%
Q2 2022$1,988,000
+8.3%
14,928
+20.1%
0.10%
+24.1%
Q1 2022$1,836,000
+29.5%
12,427
+28.9%
0.08%
+46.3%
Q4 2021$1,418,000
+36.1%
9,639
+26.6%
0.05%
+35.0%
Q3 2021$1,042,000
+73.1%
7,615
+75.5%
0.04%
+73.9%
Q2 2021$602,000
-94.8%
4,339
-94.9%
0.02%
-92.8%
Q1 2021$11,506,000
+1783.1%
84,620
-4.5%
0.32%
+1184.0%
Q4 2020$611,000
+41.1%
88,596
+2001.4%
0.02%
+13.6%
Q3 2020$433,000
+16.1%
4,216
+9.5%
0.02%
+4.8%
Q2 2020$373,000
+7.2%
3,851
-2.8%
0.02%
-8.7%
Q1 2020$348,000
-27.2%
3,960
-0.5%
0.02%
-11.5%
Q4 2019$478,000
+6.2%
3,980
-1.7%
0.03%
-3.7%
Q3 2019$450,000
-9.6%
4,047
-10.0%
0.03%
-12.9%
Q2 2019$498,000
+2.7%
4,495
-0.4%
0.03%
-3.1%
Q1 2019$485,000
+28.0%
4,514
+15.4%
0.03%
+14.3%
Q4 2018$379,000
+0.3%
3,912
+14.3%
0.03%
+12.0%
Q3 2018$378,000
+16.7%
3,422
+9.5%
0.02%0.0%
Q2 2018$324,000
-15.8%
3,124
-16.3%
0.02%
-26.5%
Q1 2018$385,000
-81.7%
3,731
-81.2%
0.03%
-81.9%
Q4 2017$2,105,000
-41.3%
19,801
-44.9%
0.19%
-47.2%
Q3 2017$3,586,000
+88.4%
35,924
+82.2%
0.36%
+82.6%
Q2 2017$1,903,000
+727.4%
19,712
+715.6%
0.20%
+712.5%
Q1 2017$230,000
+8.5%
2,417
+5.6%
0.02%
-14.3%
Q4 2016$212,000
+7.1%
2,289
+0.3%
0.03%
+3.7%
Q3 2016$198,000
+2.1%
2,2820.0%0.03%
-3.6%
Q2 2016$194,000
+0.5%
2,282
-2.2%
0.03%
-6.7%
Q1 2016$193,0002,3330.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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