HOWARD WEALTH MANAGEMENT, 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
HOWARD WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,140,260
-2.9%
15,5170.0%1.97%
+3.2%
Q2 2023$2,204,966
+1.8%
15,517
-1.1%
1.91%
+5.9%
Q1 2023$2,166,393
-2.1%
15,686
-0.5%
1.81%
-0.6%
Q4 2022$2,213,916
+13.7%
15,772
-0.0%
1.82%
+31.7%
Q3 2022$1,948,000
-6.3%
15,776
+0.0%
1.38%
-37.4%
Q2 2022$2,079,000
-11.0%
15,770
-0.2%
2.20%
+73.1%
Q1 2022$2,335,000
-3.7%
15,802
-4.1%
1.27%
-0.5%
Q4 2021$2,424,000
+19.1%
16,479
+9.6%
1.28%
+12.5%
Q3 2021$2,035,000
-3.4%
15,033
-1.9%
1.14%
-1.8%
Q2 2021$2,106,000
+9.5%
15,328
+4.7%
1.16%
+3.0%
Q1 2021$1,923,000
+14.9%
14,635
+3.9%
1.12%
+7.7%
Q4 2020$1,674,000
+13.0%
14,079
-0.7%
1.04%
-1.1%
Q3 2020$1,481,000
-0.1%
14,177
-4.8%
1.06%
-12.8%
Q2 2020$1,483,000
+15.9%
14,892
+3.6%
1.21%
-9.9%
Q1 2020$1,279,000
-30.8%
14,370
-6.8%
1.34%
-12.8%
Q4 2019$1,847,00015,4151.54%
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