Live Oak Private Wealth 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
Live Oak Private Wealth LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2023$638,068
-1.6%
4,6200.0%0.13%
-1.5%
Q4 2022$648,509
+13.8%
4,6200.0%0.13%
+4.7%
Q3 2022$570,000
-6.4%
4,6200.0%0.13%0.0%
Q2 2022$609,000
-10.8%
4,6200.0%0.13%
-3.0%
Q1 2022$683,000
+0.4%
4,6200.0%0.13%
+3.9%
Q4 2021$680,000
+3.7%
4,620
-4.6%
0.13%
-4.5%
Q3 2021$656,000
-1.5%
4,8420.0%0.13%
-9.5%
Q2 2021$666,000
+9.2%
4,842
+4.3%
0.15%
-2.0%
Q1 2021$610,000
+9.7%
4,642
-0.7%
0.15%
-3.8%
Q4 2020$556,000
+35.0%
4,676
+18.7%
0.16%
+9.9%
Q3 2020$412,000
+5.1%
3,9410.0%0.14%0.0%
Q2 2020$392,0003,9410.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Trustees of Dartmouth College 1,440,950$198,750,23489.97%
Permanens Capital L.P. 1,776,945$245,094,02441.90%
Employees' Retirement Fund of the City of Fort Worth 928,774$128,105,79728.22%
Pacific Life Fund Advisors LLC 1,892,409$261,019,97327.63%
Saudi Central Bank 756,686$104,36926.69%
Safeguard Financial, LLC 388,806$53,628,07625.87%
Thrive Wealth Management, LLC 655,367$90,394,80824.05%
Dougherty Wealth Advisers LLC 149,922$20,678,74123.94%
Brickley Wealth Management 630,698$86,992,15023.21%
NorthLanding Financial Partners, LLC 128,468$17,719,64322.71%
View complete list of VANGUARD INDEX FDS shareholders