Foster Victor Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,744 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.7%.

Quarter-by-quarter ownership
Foster Victor Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$43,328,355
-1.8%
318,450
+2.5%
5.05%
+3.0%
Q2 2023$44,115,097
+3.4%
310,582
+0.4%
4.90%
-5.3%
Q1 2023$42,680,751
+98.9%
309,191
+106.6%
5.18%
+89.4%
Q4 2022$21,462,841
+7.4%
149,671
-3.8%
2.73%
-6.3%
Q3 2022$19,991,000
-2.9%
155,607
-0.3%
2.92%
-4.8%
Q2 2022$20,578,000
-14.1%
156,063
-3.7%
3.06%
-6.6%
Q1 2022$23,942,000
+6.8%
162,065
+8.7%
3.28%
+7.5%
Q4 2021$22,411,000
+80.5%
149,079
+62.5%
3.05%
+53.5%
Q3 2021$12,418,000
-2.0%
91,731
-0.5%
1.99%
-6.1%
Q2 2021$12,672,000
+0.6%
92,185
-2.5%
2.12%
-9.7%
Q1 2021$12,600,000
+11.0%
94,541
-0.9%
2.34%
-9.4%
Q4 2020$11,348,000
+12.3%
95,395
-1.3%
2.59%
-5.6%
Q3 2020$10,101,000
+28.9%
96,650
+22.8%
2.74%
+5.3%
Q2 2020$7,839,000
+3193.7%
78,709
+3847.3%
2.60%
+2425.2%
Q4 2019$238,000
+8.2%
1,994
-0.6%
0.10%
-15.6%
Q3 2019$220,000
-2.2%
2,0060.0%0.12%
-26.1%
Q2 2019$225,000
-9.3%
2,006
-12.9%
0.16%
-14.5%
Q1 2019$248,0002,3040.19%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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