Falcon Wealth Planning - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,316 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.45 and the average weighting 1.3%.

Quarter-by-quarter ownership
Falcon Wealth Planning ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$44,957,836
+2.8%
325,947
+5.9%
9.75%
+0.1%
Q2 2023$43,723,720
+8.4%
307,697
+5.3%
9.74%
-3.3%
Q1 2023$40,348,934
+7.3%
292,151
+9.1%
10.07%
-6.6%
Q4 2022$37,589,739
+26.1%
267,790
+10.9%
10.78%
+9.1%
Q3 2022$29,815,000
+4.8%
241,453
+12.0%
9.88%
+2.1%
Q2 2022$28,443,000
-5.7%
215,676
+5.7%
9.67%
+2.5%
Q1 2022$30,149,000
+7.7%
204,012
+7.2%
9.44%
+3.0%
Q4 2021$28,003,000
+12.2%
190,356
+3.3%
9.16%
-3.4%
Q3 2021$24,953,000
+8.0%
184,334
+9.7%
9.49%
-3.9%
Q2 2021$23,102,000
+10.0%
168,066
+5.2%
9.87%
-3.8%
Q1 2021$21,008,000
+19.1%
159,805
+7.8%
10.26%
+3.8%
Q4 2020$17,632,000148,2209.88%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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