Royal Fund Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,612 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.37 and the average weighting 1.6%.

Quarter-by-quarter ownership
Royal Fund Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$332,000
-12.6%
2,694
-6.7%
0.06%
-4.8%
Q2 2022$380,000
-10.8%
2,8880.0%0.06%
+1.6%
Q1 2022$426,000
+27.2%
2,888
-23.4%
0.06%
-54.7%
Q1 2020$335,000
-97.0%
3,770
-96.0%
0.14%
-95.2%
Q4 2019$11,218,000
+12.9%
93,601
+5.1%
2.86%
+3.0%
Q3 2019$9,937,000
+9.3%
89,032
+8.6%
2.77%
+2.8%
Q2 2019$9,093,000
+22.0%
81,986
+18.4%
2.70%
+13.4%
Q1 2019$7,453,000
+33.6%
69,252
+21.6%
2.38%
+5.0%
Q4 2018$5,580,000
+1.4%
56,970
+14.6%
2.26%
+32.0%
Q3 2018$5,503,000
+9.6%
49,724
+2.8%
1.71%
+3.4%
Q2 2018$5,023,000
+28.8%
48,379
+27.9%
1.66%
+16.4%
Q1 2018$3,901,000
-5.3%
37,813
-2.4%
1.42%
-3.6%
Q4 2017$4,120,000
+6.0%
38,755
-0.5%
1.48%
-4.6%
Q3 2017$3,888,000
+43.7%
38,960
+39.0%
1.55%
+34.9%
Q2 2017$2,706,000
+33.9%
28,033
+32.2%
1.15%
+17.7%
Q1 2017$2,021,000
+196.8%
21,201
+189.2%
0.98%
+157.9%
Q4 2016$681,0007,3310.38%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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