Zhang Financial LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,286 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.47 and the average weighting 1.2%.

Quarter-by-quarter ownership
Zhang Financial LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,458,503
+1.5%
61,313
+4.6%
0.86%
+0.2%
Q2 2023$8,333,441
+2.7%
58,613
-0.2%
0.86%
-7.7%
Q1 2023$8,110,882
-1.3%
58,727
+0.3%
0.93%
-11.6%
Q4 2022$8,217,321
+76.4%
58,540
+55.2%
1.05%
+49.3%
Q3 2022$4,659,000
+2.8%
37,730
+9.8%
0.70%
-3.4%
Q2 2022$4,530,000
+7.0%
34,356
+20.0%
0.73%
+1.8%
Q1 2022$4,232,000
+3.1%
28,634
+2.6%
0.71%
-1.9%
Q4 2021$4,105,000
+16.9%
27,906
+7.6%
0.73%
-10.3%
Q3 2021$3,512,000
-8.0%
25,945
-6.6%
0.81%
-13.2%
Q2 2021$3,817,000
+6.3%
27,770
+1.9%
0.94%
-2.8%
Q1 2021$3,590,000
+10.4%
27,260
-0.1%
0.96%
-3.9%
Q4 2020$3,252,000
+31.3%
27,276
+15.2%
1.00%
+12.3%
Q3 2020$2,476,000
+7.3%
23,687
+2.2%
0.89%
+0.2%
Q2 2020$2,308,000
+11.0%
23,180
-0.7%
0.89%
-3.3%
Q1 2020$2,079,000
-30.9%
23,343
-7.0%
0.92%
-19.8%
Q4 2019$3,010,000
+11.5%
25,088
+3.7%
1.15%
+0.5%
Q3 2019$2,700,000
+0.2%
24,186
-0.4%
1.14%
+1.2%
Q2 2019$2,694,000
+0.2%
24,286
-2.7%
1.13%
-2.6%
Q1 2019$2,688,000
+9.9%
24,9700.0%1.16%
-2.0%
Q4 2018$2,446,000
-5.9%
24,970
+6.8%
1.18%
-4.8%
Q3 2018$2,598,000
+5.6%
23,373
-1.2%
1.24%
-1.0%
Q2 2018$2,460,000
+1.8%
23,661
-1.2%
1.25%
-0.9%
Q1 2018$2,416,000
-7.6%
23,945
-0.8%
1.26%
-0.9%
Q4 2017$2,615,000
+7.2%
24,143
-0.2%
1.28%
+2.9%
Q3 2017$2,440,000
+4.7%
24,195
+0.4%
1.24%
+0.2%
Q2 2017$2,331,000
-10.9%
24,106
-0.2%
1.24%
-4.9%
Q1 2017$2,615,000
+16.3%
24,143
+0.1%
1.30%
+6.8%
Q4 2016$2,248,000
+1.8%
24,114
-5.0%
1.22%
+0.6%
Q3 2016$2,208,000
+6.6%
25,378
+4.2%
1.21%
+6.5%
Q2 2016$2,071,000
+3.1%
24,364
-0.0%
1.14%
+0.4%
Q1 2016$2,008,000
+1.1%
24,3760.0%1.13%
-4.7%
Q4 2015$1,987,000
+6.2%
24,3760.0%1.19%
-0.1%
Q3 2015$1,871,000
-9.7%
24,376
-2.0%
1.19%
-10.6%
Q2 2015$2,072,000
-1.1%
24,861
-0.7%
1.33%
+1.6%
Q1 2015$2,096,000
-0.9%
25,037
+0.0%
1.31%
-4.7%
Q4 2014$2,115,000
+4.0%
25,035
+0.0%
1.38%
-0.9%
Q3 2014$2,033,0000.0%25,033
-0.3%
1.39%
+1.6%
Q2 2014$2,033,000
+3.7%
25,110
+0.0%
1.37%
-2.9%
Q1 2014$1,961,000
+2.2%
25,109
+0.0%
1.41%
-2.8%
Q4 2013$1,918,000
+9.5%
25,107
+0.0%
1.45%
+2.5%
Q3 2013$1,752,000
+5.4%
25,105
+2.0%
1.41%
-1.1%
Q2 2013$1,663,000
+3.2%
24,603
+0.0%
1.43%0.0%
Q1 2013$1,612,000
+11.5%
24,601
+0.0%
1.43%
+3.4%
Q4 2012$1,446,000
+2.5%
24,599
+2.4%
1.38%
-6.4%
Q3 2012$1,411,000
+8.0%
24,023
+2.9%
1.48%
-1.3%
Q2 2012$1,306,000
+3.7%
23,348
+6.9%
1.50%
+26.5%
Q1 2012$1,259,00021,8341.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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