Joseph P. Lucia & Associates, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,622 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.91 and the average weighting 1.6%.

Quarter-by-quarter ownership
Joseph P. Lucia & Associates, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$351,170
-25.9%
2,546
-23.7%
0.25%
-22.4%
Q2 2023$474,046
-17.2%
3,336
-19.5%
0.32%
-20.6%
Q1 2023$572,328
+11.6%
4,144
+13.4%
0.40%
+3.9%
Q4 2022$512,912
+35.0%
3,654
+18.9%
0.38%
+28.9%
Q3 2022$380,000
+59.7%
3,074
+70.4%
0.30%
+77.4%
Q2 2022$238,000
-10.9%
1,8040.0%0.17%
+3.7%
Q1 2022$267,000
+287.0%
1,804
+253.7%
0.16%
+295.1%
Q3 2021$69,000
-1.4%
5100.0%0.04%
-2.4%
Q2 2021$70,000
+4.5%
5100.0%0.04%
+40.0%
Q1 2021$67,000
+9.8%
5100.0%0.03%
-30.2%
Q4 2020$61,000
+19.6%
5100.0%0.04%
-6.5%
Q2 2020$51,000
+13.3%
5100.0%0.05%
-8.0%
Q1 2020$45,000
-26.2%
5100.0%0.05%
-9.1%
Q4 2019$61,000
+7.0%
5100.0%0.06%
-6.8%
Q3 2019$57,000
+338.5%
510
+339.7%
0.06%
+321.4%
Q2 2019$13,000
-88.8%
116
-99.1%
0.01%
+55.6%
Q1 2019$116,00012,7220.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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