Wellspring Financial Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,780 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.36 and the average weighting 1.9%.

Quarter-by-quarter ownership
Wellspring Financial Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$19,844,078
-2.9%
976,297
-0.0%
5.80%
+0.3%
Q2 2023$20,438,048
-2.7%
976,434
-0.8%
5.78%
-7.3%
Q1 2023$21,010,770
-3.9%
984,565
-0.4%
6.24%
-14.3%
Q4 2022$21,870,450
+13.4%
988,338
+0.0%
7.28%
+2.1%
Q3 2022$19,283,000
-4.9%
987,861
+0.2%
7.12%
+0.9%
Q2 2022$20,272,000
-8.9%
985,864
+0.2%
7.06%
+7.7%
Q1 2022$22,252,000
+22.8%
983,410
+2.9%
6.56%
+29.9%
Q4 2021$18,116,000
+9.6%
955,955
+0.2%
5.05%
+1.3%
Q3 2021$16,534,000
+25.4%
954,454
+894.8%
4.98%
+20.1%
Q2 2021$13,189,000
+318.6%
95,947
+171.2%
4.15%
+172.8%
Q1 2021$3,151,000
-57.3%
35,385
-42.9%
1.52%
-41.0%
Q4 2020$7,378,000
+9.8%
62,024
-3.5%
2.58%
-2.2%
Q3 2020$6,720,000
+3.0%
64,303
-1.9%
2.63%
-2.3%
Q2 2020$6,526,000
+107.1%
65,530
+85.2%
2.69%
+77.2%
Q1 2020$3,151,00035,3851.52%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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