Regent Peak Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,551 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.60 and the average weighting 1.4%.

Quarter-by-quarter ownership
Regent Peak Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,881,441
-3.4%
64,391
-0.5%
2.71%
+1.3%
Q2 2023$9,193,928
+2.1%
64,700
-0.8%
2.68%
-3.9%
Q1 2023$9,004,734
-7.2%
65,200
-5.6%
2.79%
-12.4%
Q4 2022$9,698,914
+13.7%
69,088
+0.0%
3.18%
+5.9%
Q3 2022$8,529,000
-5.5%
69,072
+0.9%
3.00%
+1.8%
Q2 2022$9,023,000
-4.8%
68,422
+6.7%
2.95%
+8.4%
Q1 2022$9,481,000
+1.8%
64,153
+1.3%
2.72%
+7.4%
Q4 2021$9,313,000
+8.9%
63,309
+0.2%
2.53%
+3.3%
Q3 2021$8,552,000
-3.4%
63,178
-0.9%
2.45%
-1.0%
Q2 2021$8,850,000
+6.8%
63,737
+1.1%
2.47%
-9.2%
Q1 2021$8,287,000
+7.8%
63,044
-2.4%
2.72%
+6.3%
Q4 2020$7,684,000
+17.8%
64,593
+3.5%
2.56%
-7.7%
Q3 2020$6,522,000
+4.0%
62,402
-0.9%
2.78%
-2.4%
Q2 2020$6,271,000
+13.1%
62,968
+1.1%
2.84%
-7.9%
Q1 2020$5,546,000
-31.9%
62,283
-8.3%
3.09%
-16.9%
Q4 2019$8,142,00067,9433.72%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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