Trek Financial, 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
Trek Financial, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$343,806
+40.5%
2,493
+44.8%
0.03%
+40.9%
Q2 2023$244,741
+2.4%
1,722
-0.5%
0.02%0.0%
Q1 2023$239,068
+1.9%
1,731
+3.5%
0.02%
-4.3%
Q4 2022$234,699
+1.6%
1,672
-10.7%
0.02%
-4.2%
Q3 2022$231,000
-6.5%
1,873
-0.1%
0.02%
-4.0%
Q2 2022$247,000
-20.3%
1,875
-10.7%
0.02%
-7.4%
Q1 2022$310,000
+1.0%
2,100
+0.5%
0.03%
-6.9%
Q4 2021$307,000
+0.3%
2,089
-7.6%
0.03%
-9.4%
Q3 2021$306,000
-4.4%
2,262
-2.8%
0.03%
-5.9%
Q2 2021$320,000
+4.9%
2,327
+0.2%
0.03%
-5.6%
Q1 2021$305,000
+1.3%
2,322
-8.3%
0.04%
-7.7%
Q4 2020$301,000
+19.0%
2,532
+4.7%
0.04%0.0%
Q3 2020$253,000
-6.6%
2,418
-11.1%
0.04%
-9.3%
Q2 2020$271,000
-91.7%
2,719
-90.8%
0.04%
-90.7%
Q3 2019$3,263,0000.0%29,4150.0%0.46%
-18.0%
Q2 2019$3,263,000
+2.2%
29,415
-0.9%
0.56%
-2.6%
Q1 2019$3,194,000
-9.8%
29,679
-17.9%
0.58%
-15.4%
Q4 2018$3,541,00036,1490.68%
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