LifeSteps Financial, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,622 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.91 and the average weighting 1.6%.

Quarter-by-quarter ownership
LifeSteps Financial, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,087,331
+7.0%
15,133
+10.2%
2.12%
+10.1%
Q2 2023$1,951,357
+4.5%
13,732
+1.5%
1.93%
-2.7%
Q1 2023$1,867,815
-7.5%
13,524
-6.0%
1.98%
-5.8%
Q4 2022$2,019,740
+4.9%
14,389
-7.7%
2.10%
-3.0%
Q3 2022$1,925,000
-22.8%
15,593
-17.6%
2.17%
-16.6%
Q2 2022$2,494,000
-5.6%
18,914
+5.8%
2.60%
+33.1%
Q1 2022$2,641,000
+91.2%
17,871
+90.3%
1.95%
+99.7%
Q4 2021$1,381,000
+11.0%
9,389
+2.2%
0.98%
+2.7%
Q3 2021$1,244,000
-1.2%
9,191
+0.3%
0.95%
-1.6%
Q2 2021$1,259,000
+4.7%
9,161
+0.2%
0.97%
-3.7%
Q1 2021$1,202,000
+10.7%
9,141
+0.1%
1.00%
+0.8%
Q4 2020$1,086,000
+11.8%
9,132
-1.7%
1.00%
-2.7%
Q3 2020$971,000
-0.7%
9,288
-5.4%
1.02%
-9.3%
Q2 2020$978,000
+12.2%
9,818
+0.3%
1.13%
+12.5%
Q1 2020$872,000
-20.9%
9,788
+6.4%
1.00%
-3.6%
Q4 2019$1,103,0009,2031.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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