CAROLINAS WEALTH CONSULTING LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,207 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 1.06 and the average weighting 1.2%.

Quarter-by-quarter ownership
CAROLINAS WEALTH CONSULTING LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$907,342
-58.7%
6,757
-56.3%
0.23%
-48.0%
Q2 2023$2,195,164
+1.1%
15,448
-1.7%
0.44%
-5.8%
Q1 2023$2,170,236
-1.1%
15,714
+0.5%
0.46%
-6.9%
Q4 2022$2,193,932
+7.2%
15,630
-5.7%
0.50%
-4.2%
Q3 2022$2,047,000
-6.1%
16,581
+0.3%
0.52%
-4.4%
Q2 2022$2,180,000
-6.5%
16,532
+4.8%
0.54%
+5.2%
Q1 2022$2,332,000
+0.2%
15,778
-0.3%
0.52%
+1.6%
Q4 2021$2,328,000
+12.2%
15,823
+3.3%
0.51%
+5.0%
Q3 2021$2,074,000
-0.3%
15,315
+1.2%
0.48%
+5.7%
Q2 2021$2,080,000
+5.6%
15,131
+1.0%
0.46%
-4.6%
Q1 2021$1,970,000
+11.2%
14,982
+0.6%
0.48%
+0.4%
Q4 2020$1,772,000
-4.5%
14,894
-16.2%
0.48%
-23.6%
Q3 2020$1,856,000
-16.3%
17,763
-20.2%
0.62%
-28.5%
Q2 2020$2,218,000
+15.4%
22,268
+3.2%
0.87%
-16.1%
Q1 2020$1,922,000
+365.4%
21,570
+525.0%
1.04%
+141.9%
Q4 2019$413,0003,4510.43%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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