Investment Research & Advisory Group, Inc. - 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 Q3 2022. The put-call ratio across all filers is 0.37 and the average weighting 1.6%.

Quarter-by-quarter ownership
Investment Research & Advisory Group, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,000
-2.9%
580.0%0.01%0.0%
Q2 2023$8,242
+2.9%
580.0%0.01%0.0%
Q1 2023$8,010
-1.6%
580.0%0.01%0.0%
Q4 2022$8,141
+16.3%
580.0%0.01%0.0%
Q3 2022$7,000
-12.5%
580.0%0.01%
-16.7%
Q2 2022$8,000
-66.7%
58
-68.6%
0.01%
-66.7%
Q1 2021$24,000
+9.1%
1850.0%0.02%
+12.5%
Q4 2020$22,0001850.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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