Falcon Wealth Planning - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,551 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.60 and the average weighting 1.4%.

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 Q4 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