PBMares Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 46 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

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 Q4 2023
NameSharesValueWeighting ↓
VISTA CAPITAL PARTNERS, INC. 1,152,956$107,236,00029.17%
Coyle Financial Counsel LLC 106,833$9,937,00021.42%
Horizon Investments, LLC 3,101,206$288,443,00019.88%
INR ADVISORY SERVICES LLC 1,201,125$111,717,00018.63%
FOUNDERS FINANCIAL SECURITIES LLC 452,957$42,130,00017.50%
Cornerstone Management, Inc. 309,132$28,752,36716.48%
EP Wealth Advisors, LLC 1,388,352$110,318,00016.12%
Permanens Capital L.P. 384,283$35,742,00015.09%
Cable Hill Partners, LLC 354,005$32,926,00014.88%
Garde Capital, Inc. 499,539$46,462,00013.37%
View complete list of VANGUARD INDEX FDS shareholders