PBMares Wealth Management 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
PBMares Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,167,953
-2.9%
8,468
+0.0%
0.42%
-2.1%
Q2 2023$1,202,860
+3.2%
8,465
+0.3%
0.43%
-0.7%
Q1 2023$1,165,960
-1.2%
8,442
+0.4%
0.43%
-9.4%
Q4 2022$1,180,096
-43.5%
8,407
-50.3%
0.48%
-47.5%
Q3 2022$2,090,000
-1.6%
16,924
+5.1%
0.91%
+0.1%
Q2 2022$2,123,000
-6.8%
16,101
+4.5%
0.91%
-35.1%
Q1 2022$2,277,000
+8.2%
15,407
+7.7%
1.40%
+57.5%
Q4 2021$2,105,000
+8.8%
14,308
+0.1%
0.89%
-3.5%
Q3 2021$1,934,000
+63.2%
14,288
+65.7%
0.92%
+42.9%
Q2 2021$1,185,000
+36.1%
8,623
+30.1%
0.64%
-9.3%
Q1 2021$871,000
+59.2%
6,628
+44.2%
0.71%
+13.0%
Q4 2020$547,000
+65.3%
4,596
+44.9%
0.63%
+29.2%
Q3 2020$331,000
+2.8%
3,171
-1.9%
0.49%
+0.6%
Q2 2020$322,000
+11.0%
3,231
-0.8%
0.48%
+6.1%
Q1 2020$290,000
-9.1%
3,256
+22.2%
0.46%
+20.0%
Q4 2019$319,0002,6640.38%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 1,678,868$135,904,00045.71%
VISTA CAPITAL PARTNERS, INC. 1,254,886$101,583,00032.81%
INR ADVISORY SERVICES LLC 1,160,892$93,974,00019.27%
IBBOTSON ASSOCIATES INC 122,392$9,908,00013.61%
Garde Capital, Inc. 403,244$32,643,00012.84%
STRINGER ASSET MANAGEMENT, LLC 209,230$16,937,00010.49%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 4,765,645$385,779,0009.78%
Blue Edge Capital, LLC 169,001$13,680,631,0009.28%
Lubar & Co., Inc 198,221$16,046,0008.86%
Financial Planning & Information Services, Inc. 161,040$13,036,0008.78%
View complete list of VANGUARD INDEX FDS shareholders