CATALYST PRIVATE WEALTH, 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 Q1 2022. The put-call ratio across all filers is 0.54 and the average weighting 1.4%.

Quarter-by-quarter ownership
CATALYST PRIVATE WEALTH, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$4,014,075
+11.8%
26,850
+3.2%
1.88%
-11.2%
Q3 2023$3,589,904
+4.9%
26,027
+8.0%
2.12%
-1.1%
Q2 2023$3,423,331
-11.8%
24,091
-14.3%
2.15%
-20.0%
Q1 2023$3,883,101
+7.4%
28,116
+9.1%
2.68%
-8.7%
Q4 2022$3,616,491
-10.4%
25,764
-21.2%
2.94%
-3.6%
Q3 2022$4,038,000
+13.8%
32,700
+21.6%
3.05%
+21.5%
Q2 2022$3,548,000
-15.1%
26,900
-4.9%
2.51%
+20.1%
Q1 2022$4,181,000
+31.1%
28,289
+30.5%
2.09%
+52.3%
Q4 2021$3,189,000
+31.0%
21,676
+20.6%
1.37%
+31.6%
Q3 2021$2,434,000
+1.6%
17,979
+3.2%
1.04%
-21.3%
Q2 2021$2,395,00017,4211.32%
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