Waterfront Wealth Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,316 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.45 and the average weighting 1.3%.

Quarter-by-quarter ownership
Waterfront Wealth Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$840,336
-16.9%
6,270
-8.9%
0.28%
-8.6%
Q2 2023$1,011,763
-13.4%
6,882
-18.7%
0.30%
-21.2%
Q1 2023$1,168,412
-5.2%
8,460
-1.4%
0.38%
-9.7%
Q4 2022$1,232,264
-7.3%
8,584
-11.6%
0.42%
-16.4%
Q3 2022$1,329,000
+12.9%
9,713
+8.8%
0.51%
+6.3%
Q2 2022$1,177,000
-4.6%
8,928
+7.8%
0.48%
+8.9%
Q1 2022$1,234,000
+11.1%
8,280
+9.6%
0.44%
-0.7%
Q4 2021$1,111,000
+14.8%
7,553
+5.6%
0.44%
-6.0%
Q3 2021$968,000
+4.8%
7,153
+6.4%
0.47%
+7.1%
Q2 2021$924,000
+34.7%
6,724
+29.4%
0.44%
+26.7%
Q1 2021$686,000
+100.6%
5,195
+80.6%
0.34%
+42.6%
Q4 2020$342,0002,8770.24%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 1,678,868$135,904,00045.71%
VISTA CAPITAL PARTNERS, INC. 1,254,886$101,583,00032.81%
INR ADVISORY SERVICES LLC 1,160,892$93,974,00019.27%
IBBOTSON ASSOCIATES INC 122,392$9,908,00013.61%
Garde Capital, Inc. 403,244$32,643,00012.84%
STRINGER ASSET MANAGEMENT, LLC 209,230$16,937,00010.49%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 4,765,645$385,779,0009.78%
Blue Edge Capital, LLC 169,001$13,680,631,0009.28%
Lubar & Co., Inc 198,221$16,046,0008.86%
Financial Planning & Information Services, Inc. 161,040$13,036,0008.78%
View complete list of VANGUARD INDEX FDS shareholders