One Charles Private Wealth Services, 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
One Charles Private Wealth Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,251,534
-1.4%
52,574
+1.6%
4.24%
-0.8%
Q2 2023$7,356,011
+3.6%
51,766
+0.7%
4.28%
-3.1%
Q1 2023$7,100,326
+1.6%
51,411
+3.2%
4.41%
-2.5%
Q4 2022$6,990,851
+18.8%
49,803
+4.5%
4.52%
+16.0%
Q3 2022$5,884,000
-1.5%
47,652
+4.3%
3.90%
-3.1%
Q2 2022$5,975,000
-6.9%
45,688
+5.2%
4.03%
+0.8%
Q1 2022$6,420,000
+2.7%
43,443
+2.3%
4.00%
+12.9%
Q4 2021$6,249,000
+5.4%
42,478
-3.0%
3.54%
+3.6%
Q3 2021$5,930,000
-0.4%
43,805
+1.1%
3.42%
-14.4%
Q2 2021$5,954,000
+725.8%
43,313
+689.1%
3.99%
+20.7%
Q1 2021$721,000
+47.1%
5,489
+33.2%
3.31%
-28.9%
Q4 2020$490,000
-96.0%
4,120
-96.5%
4.65%
-37.6%
Q3 2020$12,129,000
-25.3%
116,057
-27.4%
7.46%
-11.3%
Q2 2020$16,244,000
+458.2%
159,796
+389.0%
8.41%
+250.1%
Q1 2020$2,910,000
-27.4%
32,678
-2.3%
2.40%
-9.1%
Q4 2019$4,008,00033,4402.64%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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