Benchmark Wealth Management, 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 Q3 2022. The put-call ratio across all filers is 0.37 and the average weighting 1.6%.

Quarter-by-quarter ownership
Benchmark Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,299,483
-5.1%
31,171
-2.3%
2.74%
+0.4%
Q2 2023$4,532,124
+1.0%
31,894
-0.2%
2.74%
-4.4%
Q1 2023$4,486,405
-2.7%
31,950
-2.7%
2.86%
-13.8%
Q4 2022$4,609,176
+15.6%
32,836
+1.7%
3.32%
+6.1%
Q3 2022$3,987,000
-6.3%
32,285
+0.1%
3.13%
-0.1%
Q2 2022$4,254,000
-14.1%
32,253
-3.8%
3.13%
-6.1%
Q1 2022$4,955,000
+4.0%
33,530
+3.5%
3.33%
+8.2%
Q4 2021$4,765,000
+10.3%
32,389
+1.5%
3.08%
+1.3%
Q3 2021$4,321,000
-2.0%
31,919
-0.5%
3.04%
+0.3%
Q2 2021$4,411,000
+0.9%
32,088
-3.5%
3.03%
-6.6%
Q1 2021$4,373,000
+12.4%
33,268
+1.7%
3.24%
+9.9%
Q4 2020$3,890,000
+8.7%
32,698
-4.5%
2.95%
+4.5%
Q3 2020$3,580,000
-4.7%
34,256
-9.2%
2.82%
-11.8%
Q2 2020$3,758,000
+14.4%
37,732
+2.3%
3.20%
-2.6%
Q1 2020$3,286,000
+63.2%
36,897
+119.5%
3.29%
+89.3%
Q4 2019$2,014,00016,8061.74%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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