Traverso Chambers Private Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,551 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.60 and the average weighting 1.4%.

Quarter-by-quarter ownership
Traverso Chambers Private Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,438,105
+2.0%
32,177
+5.1%
1.19%
+3.9%
Q2 2023$4,349,547
+4.0%
30,609
+1.1%
1.14%
-0.4%
Q1 2023$4,182,472
+2.4%
30,284
+4.1%
1.15%
-2.3%
Q4 2022$4,085,373
+11.2%
29,104
-2.2%
1.17%
+4.3%
Q3 2022$3,675,000
-5.1%
29,764
+1.4%
1.13%
-13.0%
Q2 2022$3,871,000
-11.0%
29,351
-0.2%
1.29%
-0.2%
Q1 2022$4,347,000
-4.6%
29,415
-5.0%
1.30%
-4.1%
Q4 2021$4,555,000
+7.6%
30,963
-1.0%
1.35%
+2.4%
Q3 2021$4,235,000
-0.9%
31,283
+0.7%
1.32%
-2.0%
Q2 2021$4,272,000
+1.5%
31,079
-2.9%
1.35%
-5.1%
Q1 2021$4,208,000
+7.5%
32,007
-2.8%
1.42%
+0.9%
Q4 2020$3,916,000
-0.3%
32,919
-12.4%
1.41%
-7.3%
Q3 2020$3,928,000
+2.3%
37,582
-2.5%
1.52%
-5.8%
Q2 2020$3,840,000
+16.3%
38,557
+4.0%
1.61%
+3.6%
Q1 2020$3,302,000
-15.0%
37,078
+14.4%
1.56%
-5.8%
Q4 2019$3,885,000
+6.7%
32,418
-0.6%
1.65%
-5.1%
Q3 2019$3,641,000
+1.8%
32,622
+2.1%
1.74%
-0.3%
Q2 2019$3,576,000
+2.4%
31,959
-1.5%
1.75%
+1.9%
Q1 2019$3,493,000
+8.5%
32,452
-1.3%
1.71%
-1.6%
Q4 2018$3,220,00032,8701.74%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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