CATALYST PRIVATE WEALTH, 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
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 Q4 2022
NameSharesValueWeighting ↓
VISTA CAPITAL PARTNERS, INC. 1,152,956$107,236,00029.17%
Coyle Financial Counsel LLC 106,833$9,937,00021.42%
Horizon Investments, LLC 3,101,206$288,443,00019.88%
INR ADVISORY SERVICES LLC 1,201,125$111,717,00018.63%
FOUNDERS FINANCIAL SECURITIES LLC 452,957$42,130,00017.50%
Cornerstone Management, Inc. 309,132$28,752,36716.48%
EP Wealth Advisors, LLC 1,388,352$110,318,00016.12%
Permanens Capital L.P. 384,283$35,742,00015.09%
Cable Hill Partners, LLC 354,005$32,926,00014.88%
Garde Capital, Inc. 499,539$46,462,00013.37%
View complete list of VANGUARD INDEX FDS shareholders