MARKET STREET WEALTH MANAGEMENT ADVISORS LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,779 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.

Quarter-by-quarter ownership
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,460,403
-8.5%
10,588
-5.7%
0.37%
-7.7%
Q2 2023$1,595,783
-9.8%
11,230
-12.4%
0.40%
-12.9%
Q1 2023$1,769,880
-28.0%
12,815
-26.8%
0.46%
-34.7%
Q4 2022$2,458,838
-3.6%
17,517
-15.2%
0.71%
-12.0%
Q3 2022$2,551,000
-29.8%
20,656
-25.0%
0.81%
-28.0%
Q2 2022$3,634,000
-56.5%
27,555
-51.2%
1.12%
-62.0%
Q1 2022$8,347,000
-41.2%
56,480
-41.4%
2.96%
-36.0%
Q4 2021$14,188,000
+0.4%
96,442
-7.6%
4.62%
-17.4%
Q3 2021$14,130,000
+1.2%
104,377
+2.7%
5.60%
-8.8%
Q2 2021$13,966,000
-18.9%
101,598
-22.4%
6.14%
-39.8%
Q1 2021$17,221,000
-4.3%
130,998
-13.4%
10.20%
-27.4%
Q4 2020$17,995,000
+17.1%
151,273
+2.9%
14.04%
+2.2%
Q3 2020$15,364,000
+17.7%
147,007
+12.1%
13.75%
+15.4%
Q2 2020$13,056,000
+36.1%
131,093
+21.7%
11.92%
+15.3%
Q1 2020$9,594,000
-31.1%
107,728
-7.3%
10.34%
-18.6%
Q4 2019$13,925,000
+29.8%
116,185
+20.9%
12.71%
+21.9%
Q3 2019$10,726,000
+1.2%
96,093
+2.4%
10.42%
+2.0%
Q2 2019$10,602,000
+65.2%
93,840
+57.4%
10.22%
+59.6%
Q1 2019$6,417,000
+67.7%
59,619
+52.6%
6.40%
+49.9%
Q4 2018$3,826,00039,0654.27%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Saudi Central Bank 756,686$111,316,000100.00%
Permanens Capital L.P. 1,059,590$126,049,00026.53%
VISTA CAPITAL PARTNERS, INC. 1,029,045$122,415,00020.29%
Peninsula Wealth, LLC 426,094$50,688,00019.02%
Cornerstone Management, Inc. 462,881$55,064,32417.41%
Foster Group, Inc. 789,564$92,916,00017.19%
JONES FINANCIAL COMPANIES LLLP 75,927,528$9,032,339,00016.54%
CBIZ Investment Advisory Services, LLC 1,502,129$178,691,00016.54%
TL Private Wealth 211,915$26,099,00016.50%
Jacobsen Capital Management 230,886$27,466,00016.28%
View complete list of VANGUARD INDEX FDS shareholders