CAROLINAS WEALTH CONSULTING LLC - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,612 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.54 and the average weighting 1.4%.

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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$413,000–3,451–0.43%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q1 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