Monterey Private Wealth, Inc. - 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
Monterey Private Wealth, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$812,709
-2.3%
5,892
+0.7%
0.41%
+1.5%
Q2 2023$831,715
+9.7%
5,853
+6.7%
0.40%
+3.6%
Q1 2023$757,931
+1.0%
5,488
+2.7%
0.39%
-4.0%
Q4 2022$750,298
+13.9%
5,345
+1.4%
0.40%
+2.5%
Q3 2022$659,000
-7.3%
5,271
-2.2%
0.40%
-2.7%
Q2 2022$711,000
+4.9%
5,392
+19.3%
0.41%
+23.8%
Q1 2022$678,000
+89.9%
4,520
+86.4%
0.33%
+85.3%
Q4 2021$357,0002,4250.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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