Essex Private Wealth Management, LLC - 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
Essex Private Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$564,547
-2.6%
4,093
+0.3%
1.93%
-3.2%
Q2 2023$579,626
+2.9%
4,0790.0%1.99%
-2.5%
Q1 2023$563,351
-12.5%
4,079
-11.1%
2.04%
-15.3%
Q4 2022$644,158
+22.2%
4,589
+7.5%
2.41%
+14.8%
Q3 2022$527,000
-6.4%
4,2670.0%2.10%
-0.0%
Q2 2022$563,000
-10.8%
4,2670.0%2.10%
+23.7%
Q1 2022$631,000
-2.8%
4,267
-3.3%
1.70%
+210.4%
Q4 2021$649,000
+8.7%
4,4110.0%0.55%
+1.1%
Q3 2021$597,000
-1.5%
4,4110.0%0.54%
-2.0%
Q2 2021$606,000
+8.0%
4,411
+3.4%
0.55%
+3.4%
Q1 2021$561,000
+10.7%
4,2670.0%0.54%
+8.1%
Q4 2020$507,000
+13.9%
4,2670.0%0.50%
+7.6%
Q3 2020$445,000
+5.0%
4,2670.0%0.46%
-6.5%
Q2 2020$424,000
+11.6%
4,2670.0%0.49%
-0.8%
Q1 2020$380,000
-25.6%
4,2670.0%0.50%
-4.1%
Q4 2019$511,0004,2670.52%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Saudi Central Bank 756,686$111,316,000100.00%
Permanens Capital L.P. 1,059,590$126,049,00026.53%
VISTA CAPITAL PARTNERS, INC. 1,029,045$122,415,00020.29%
Peninsula Wealth, LLC 426,094$50,688,00019.02%
Cornerstone Management, Inc. 462,881$55,064,32417.41%
Foster Group, Inc. 789,564$92,916,00017.19%
JONES FINANCIAL COMPANIES LLLP 75,927,528$9,032,339,00016.54%
CBIZ Investment Advisory Services, LLC 1,502,129$178,691,00016.54%
TL Private Wealth 211,915$26,099,00016.50%
Jacobsen Capital Management 230,886$27,466,00016.28%
View complete list of VANGUARD INDEX FDS shareholders