EPG Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 990 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.42 and the average weighting 1.2%.

Quarter-by-quarter ownership
EPG Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$229,142
-5.7%
1,661
-2.9%
0.07%
-4.2%
Q2 2023$242,988
+5.0%
1,710
+2.1%
0.07%
-1.4%
Q1 2023$231,335
+1.1%
1,675
+2.8%
0.07%
-16.1%
Q4 2022$228,764
+14.4%
1,630
+0.6%
0.09%
+6.1%
Q3 2022$200,000
-59.7%
1,620
-56.9%
0.08%
-61.3%
Q2 2022$496,000
-9.2%
3,759
+1.7%
0.21%
+12.2%
Q1 2022$546,000
+6.8%
3,697
+6.5%
0.19%
+5.0%
Q4 2021$511,000
+9.0%
3,472
+0.3%
0.18%
-4.3%
Q3 2021$469,000
+19.6%
3,463
+21.3%
0.19%
+13.3%
Q2 2021$392,000
-9.7%
2,854
-13.5%
0.17%
-21.3%
Q1 2021$434,000
+84.7%
3,299
+66.7%
0.21%
+49.6%
Q4 2020$235,000
+10.3%
1,979
-7.6%
0.14%
-6.6%
Q2 2020$213,000
+1.9%
2,142
-8.7%
0.15%
-1.3%
Q1 2020$209,000
-43.5%
2,345
-24.1%
0.15%
-43.5%
Q4 2019$370,0003,0880.27%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
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