Carl P. Sherr & Co., LLC - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,286 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%.

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Quarter-by-quarter ownership
Carl P. Sherr & Co., LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$520,396
+58.5%
3,773
+63.3%
0.35%
+64.2%
Q2 2023$328,236
+2.9%
2,3100.0%0.22%
-6.1%
Q1 2023$319,020
-1.6%
2,3100.0%0.23%
-6.9%
Q4 2022$324,240
+13.8%
2,3100.0%0.25%
+8.4%
Q3 2022$285,000
-6.6%
2,3100.0%0.23%
-0.4%
Q2 2022$305,000
-10.6%
2,3100.0%0.23%
-0.9%
Q1 2022$341,000
-2.3%
2,310
-2.5%
0.23%
+9.0%
Q4 2021$349,000
+8.7%
2,3700.0%0.21%
-17.6%
Q3 2021$321,000
-1.5%
2,3700.0%0.26%
+14.3%
Q2 2021$326,000
+4.5%
2,3700.0%0.22%
-4.7%
Q1 2021$312,000
+7.2%
2,370
-3.0%
0.24%
+1.3%
Q4 2020$291,000
+7.8%
2,444
-5.3%
0.23%
-4.9%
Q3 2020$270,000
+1.1%
2,580
-3.7%
0.24%
-7.9%
Q2 2020$267,000
+11.7%
2,6800.0%0.26%
-6.4%
Q1 2020$239,000
-25.5%
2,6800.0%0.28%
-9.9%
Q4 2019$321,000–2,680–0.31%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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