Sound View Wealth Advisors Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,612 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.54 and the average weighting 1.4%.

Quarter-by-quarter ownership
Sound View Wealth Advisors Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,277,761
-2.7%
31,014
+0.3%
0.53%
-7.6%
Q2 2023$4,395,011
+0.3%
30,929
-2.5%
0.58%
-4.2%
Q1 2023$4,382,507
+31.1%
31,732
+33.2%
0.60%
-15.0%
Q4 2022$3,343,754
+13.2%
23,821
-0.4%
0.71%
+6.8%
Q3 2022$2,953,000
-6.9%
23,911
-0.6%
0.66%
-0.3%
Q2 2022$3,173,000
-12.0%
24,057
-1.4%
0.66%
-3.2%
Q1 2022$3,607,000
-0.5%
24,410
-1.0%
0.69%
+0.1%
Q4 2021$3,626,000
+7.6%
24,648
-1.0%
0.68%
-2.7%
Q3 2021$3,370,000
-8.2%
24,897
-6.7%
0.70%
-8.7%
Q2 2021$3,670,000
+7.4%
26,698
+2.7%
0.77%
-3.1%
Q1 2021$3,418,000
+9.6%
26,004
-0.8%
0.80%
+4.5%
Q4 2020$3,118,000
+24.2%
26,207
+9.1%
0.76%
+15.3%
Q3 2020$2,510,000
+6.3%
24,014
+1.3%
0.66%
-0.6%
Q2 2020$2,361,000
+20.5%
23,711
+7.7%
0.66%
-1.8%
Q1 2020$1,960,000
-21.8%
22,011
+5.3%
0.68%
-4.2%
Q4 2019$2,505,000
+4.7%
20,900
-2.5%
0.71%
-0.8%
Q3 2019$2,393,000
-14.1%
21,442
-14.6%
0.71%
-13.5%
Q2 2019$2,786,00025,1210.82%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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