CBIZ Investment Advisory Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,316 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.45 and the average weighting 1.3%.

Quarter-by-quarter ownership
CBIZ Investment Advisory Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$180,463,062
-13.0%
1,308,367
-10.4%
16.57%
-6.3%
Q2 2023$207,474,024
+6.3%
1,460,056
+3.3%
17.68%
+3.5%
Q1 2023$195,202,145
+2280.5%
1,413,382
+2319.5%
17.07%
+435.1%
Q4 2022$8,199,936
-95.3%
58,417
-95.6%
3.19%
-79.9%
Q2 2022$173,214,000
-16.2%
1,313,423
-6.5%
15.87%
-1.6%
Q4 2021$206,623,000
+8.1%
1,404,550
-0.6%
16.12%
+0.4%
Q3 2021$191,214,000
+1.1%
1,412,531
+2.7%
16.06%
-0.3%
Q2 2021$189,148,000
-1.9%
1,376,021
-6.2%
16.11%
+73.9%
Q1 2021$192,892,000
+7.9%
1,467,303
-2.3%
9.26%
-44.0%
Q4 2020$178,691,000
+14.3%
1,502,129
+0.4%
16.54%
+1.8%
Q3 2020$156,297,000
+10.7%
1,495,558
+5.5%
16.24%
+4.5%
Q2 2020$141,132,000
+13.6%
1,417,125
+1.6%
15.55%
-2.0%
Q1 2020$124,265,000
-17.6%
1,395,294
+11.4%
15.87%
-0.9%
Q4 2019$150,841,0001,252,31416.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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