Hillcrest Wealth Advisors - NY, 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
Hillcrest Wealth Advisors - NY, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,375,147
-2.9%
24,4700.0%1.92%
-6.4%
Q2 2023$3,477,187
+2.9%
24,4700.0%2.05%
+2.5%
Q1 2023$3,379,552
-1.6%
24,4700.0%2.00%
-2.4%
Q4 2022$3,434,854
+13.7%
24,4700.0%2.05%
+7.1%
Q3 2022$3,022,000
-6.4%
24,4700.0%1.92%
-2.0%
Q2 2022$3,227,000
-10.8%
24,4700.0%1.96%
-2.3%
Q1 2022$3,616,000
-1.7%
24,470
-2.1%
2.00%
+1.3%
Q4 2021$3,678,000
+8.7%
25,0000.0%1.98%
-1.4%
Q3 2021$3,384,000
-1.5%
25,0000.0%2.01%
-3.6%
Q2 2021$3,437,000
-22.4%
25,000
-25.8%
2.08%
-22.9%
Q1 2021$4,427,000
+10.5%
33,6730.0%2.70%
+0.7%
Q4 2020$4,006,000
+7.8%
33,673
-5.3%
2.68%
+1.4%
Q3 2020$3,716,000
+10.4%
35,558
+5.2%
2.64%
-9.4%
Q2 2020$3,367,000
+11.8%
33,8080.0%2.92%
-2.9%
Q1 2020$3,011,000
-21.4%
33,808
+5.7%
3.00%
-5.9%
Q4 2019$3,833,000
+9.8%
31,978
+2.2%
3.19%
+6.2%
Q3 2019$3,491,000
+0.6%
31,2780.0%3.00%
+2.7%
Q2 2019$3,469,000
+3.1%
31,2780.0%2.92%
-1.0%
Q1 2019$3,366,000
+3.4%
31,278
-5.8%
2.95%
-2.3%
Q4 2018$3,254,00033,2183.02%
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