LIBERTY WEALTH MANAGEMENT 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
LIBERTY WEALTH MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,791
-99.9%
20,235
+0.7%
0.70%
-5.8%
Q2 2023$2,987,544
+8.6%
20,100
+0.8%
0.74%
+29.9%
Q1 2023$2,752,048
+25.2%
19,934
+11.9%
0.57%
-3.1%
Q3 2022$2,198,000
+2.6%
17,810
+11.2%
0.59%
-32.6%
Q2 2022$2,142,000
-10.8%
16,014
-2.2%
0.87%
+0.2%
Q1 2022$2,401,000
-75.6%
16,380
-2.8%
0.87%
+103.5%
Q4 2021$9,825,000
+308.9%
16,847
-2.9%
0.43%
-50.3%
Q3 2021$2,403,000
+80.7%
17,358
+79.2%
0.86%
+65.8%
Q2 2021$1,330,000
+85.2%
9,689
+60.4%
0.52%
+47.3%
Q1 2021$718,0000.0%6,0410.0%0.35%0.0%
Q4 2020$718,000
+14.7%
6,041
+0.8%
0.35%
-4.9%
Q3 2020$626,000
+8.1%
5,991
+3.0%
0.37%
-9.3%
Q2 2020$579,000
+10.7%
5,817
-1.0%
0.41%
-10.9%
Q1 2020$523,000
-28.1%
5,877
-3.1%
0.46%
-20.2%
Q4 2019$727,000
-3.7%
6,064
-10.4%
0.57%
-19.7%
Q3 2019$755,000
+3.4%
6,765
+2.7%
0.71%
+11.6%
Q2 2019$730,000
-0.5%
6,584
-3.5%
0.64%
+15.7%
Q1 2019$734,000
+6.7%
6,822
-3.0%
0.55%
+7.8%
Q4 2018$688,0007,0310.51%
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