TRUEFG, 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 Q1 2022. The put-call ratio across all filers is 0.54 and the average weighting 1.4%.

Quarter-by-quarter ownership
TRUEFG, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$29,364,356
+1.1%
212,893
+4.1%
12.70%
+1.8%
Q2 2023$29,051,518
+4.7%
204,444
+1.8%
12.49%
-0.3%
Q1 2023$27,745,357
-0.1%
200,893
+1.5%
12.52%
-5.4%
Q4 2022$27,782,311
+13.8%
197,922
+0.1%
13.24%
+2.3%
Q3 2022$24,423,000
-4.3%
197,788
+2.2%
12.94%
-0.8%
Q2 2022$25,530,000
-12.8%
193,582
-2.3%
13.05%
-1.8%
Q1 2022$29,274,000
+1.2%
198,093
+0.7%
13.29%
+4.1%
Q4 2021$28,941,000
+4.5%
196,727
+1.4%
12.77%
+1.7%
Q3 2021$27,688,000
+11.1%
193,972
+7.0%
12.55%
-0.9%
Q2 2021$24,913,000
+4.2%
181,239
-0.3%
12.66%
-2.6%
Q1 2021$23,898,000
+12.7%
181,786
+2.0%
13.01%
+2.4%
Q4 2020$21,201,000
+16.6%
178,219
+2.4%
12.70%
+0.4%
Q3 2020$18,186,000
+8.8%
174,014
+3.7%
12.65%
+0.3%
Q2 2020$16,710,000
+12.6%
167,786
+0.7%
12.61%
-6.0%
Q1 2020$14,846,000
-16.7%
166,692
+12.1%
13.42%
-0.7%
Q4 2019$17,829,000148,76313.52%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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