LAKE STREET PRIVATE WEALTH, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,086 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.60 and the average weighting 1.2%.

Quarter-by-quarter ownership
LAKE STREET PRIVATE WEALTH, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$23,052,058
+15.4%
166,045
+18.2%
4.15%
+18.2%
Q2 2023$19,968,594
+7.6%
140,525
+4.6%
3.51%
+1.3%
Q1 2023$18,556,625
+1.5%
134,361
+3.2%
3.46%
-8.4%
Q4 2022$18,281,990
+22.7%
130,241
+7.9%
3.78%
+10.5%
Q3 2022$14,900,000
-5.8%
120,670
+0.6%
3.42%
+2.7%
Q2 2022$15,811,000
-8.4%
119,892
+2.6%
3.33%
+7.5%
Q1 2022$17,263,000
+29.8%
116,813
+29.2%
3.10%
+32.8%
Q4 2021$13,300,000
+11.3%
90,405
+2.4%
2.33%
-19.5%
Q3 2021$11,947,000
+21.4%
88,254
+24.1%
2.90%
+15.9%
Q2 2021$9,839,000
+23.5%
71,099
+17.3%
2.50%
+13.7%
Q1 2021$7,969,000
+17.0%
60,618
+5.9%
2.20%
+12.0%
Q4 2020$6,809,000
+11.0%
57,236
-2.5%
1.97%
-4.6%
Q3 2020$6,132,000
+5.8%
58,674
+0.9%
2.06%
-4.1%
Q2 2020$5,794,000
+12.7%
58,179
+0.8%
2.15%
-8.2%
Q1 2020$5,139,000
-12.6%
57,706
+17.6%
2.34%
+3.9%
Q4 2019$5,882,000
+10.5%
49,074
+2.9%
2.25%
-7.0%
Q3 2019$5,323,000
-36.3%
47,691
-36.7%
2.42%
-50.8%
Q2 2019$8,352,000
+3.9%
75,301
+0.9%
4.92%
-10.9%
Q1 2019$8,035,00074,6515.52%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
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