RMR Wealth Builders - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,286 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.47 and the average weighting 1.2%.

Quarter-by-quarter ownership
RMR Wealth Builders ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$49,121,585
+8.2%
415,240
+9.7%
7.84%
+1.6%
Q2 2023$45,407,865
+10.3%
378,667
+27.1%
7.72%
-1.3%
Q1 2023$41,153,126
+6.4%
297,974
+8.1%
7.82%
-10.8%
Q4 2022$38,690,081
+17.9%
275,629
+3.7%
8.77%
+9.3%
Q3 2022$32,808,000
-2.2%
265,694
+4.5%
8.02%
-4.0%
Q2 2022$33,542,000
-5.7%
254,338
+5.7%
8.36%
+9.6%
Q1 2022$35,551,000
+17.1%
240,566
+16.5%
7.62%
-12.6%
Q4 2021$30,370,000
+7747.5%
206,443
+7113.2%
8.72%
+7550.9%
Q3 2021$387,000
+15.9%
2,862
+17.7%
0.11%
+4.6%
Q2 2021$334,000
+0.9%
2,432
-3.5%
0.11%
+26.7%
Q1 2021$331,000
+31.9%
2,520
+19.3%
0.09%
-30.1%
Q4 2020$251,000
-24.6%
2,113
-33.7%
0.12%
+43.0%
Q3 2020$333,0003,1870.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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