Carolina Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,779 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.

Quarter-by-quarter ownership
Carolina Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,344
-66.3%
17
-65.3%
0.00%
-75.0%
Q2 2023$6,965
+404.3%
49
+390.0%
0.00%
+300.0%
Q1 2023$1,381
+138000.0%
100.0%0.00%0.0%
Q4 2022$1
-99.9%
100.0%0.00%0.0%
Q3 2022$1,0000.0%100.0%0.00%0.0%
Q2 2022$1,0000.0%100.0%0.00%0.0%
Q1 2022$1,0000.0%100.0%0.00%0.0%
Q4 2021$1,0000.0%100.0%0.00%0.0%
Q3 2021$1,0000.0%100.0%0.00%0.0%
Q2 2021$1,000
-83.3%
10
-78.7%
0.00%
-75.0%
Q1 2021$6,000
+500.0%
47
+370.0%
0.00%
+300.0%
Q4 2020$1,0000.0%100.0%0.00%0.0%
Q3 2020$1,0000.0%100.0%0.00%0.0%
Q2 2020$1,0000.0%100.0%0.00%0.0%
Q1 2020$1,0000.0%100.0%0.00%0.0%
Q4 2019$1,000100.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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