Clear Perspectives Financial Planning, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,744 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.7%.

Quarter-by-quarter ownership
Clear Perspectives Financial Planning, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2023$14,385,823
-7.3%
104,162
-5.8%
8.06%
-2.2%
Q4 2022$15,526,125
+16.2%
110,609
+2.2%
8.25%
+25.9%
Q3 2022$13,361,000
-10.6%
108,201
-4.6%
6.55%
+12.4%
Q2 2022$14,953,000
-4.6%
113,381
+6.9%
5.83%
-1.8%
Q1 2022$15,668,000
+37.5%
106,020
+36.9%
5.94%
+28.9%
Q4 2021$11,392,000
+9.2%
77,439
+0.5%
4.61%
-2.5%
Q3 2021$10,432,000
+20.4%
77,061
+22.2%
4.73%
+12.9%
Q2 2021$8,667,000
+323.6%
63,048
+305.2%
4.18%
+252.9%
Q1 2021$2,046,00015,5611.19%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Trustees of Dartmouth College 1,440,950$198,750,23489.97%
Permanens Capital L.P. 1,776,945$245,094,02441.90%
Employees' Retirement Fund of the City of Fort Worth 928,774$128,105,79728.22%
Pacific Life Fund Advisors LLC 1,892,409$261,019,97327.63%
Saudi Central Bank 756,686$104,36926.69%
Safeguard Financial, LLC 388,806$53,628,07625.87%
Thrive Wealth Management, LLC 655,367$90,394,80824.05%
Dougherty Wealth Advisers LLC 149,922$20,678,74123.94%
Brickley Wealth Management 630,698$86,992,15023.21%
NorthLanding Financial Partners, LLC 128,468$17,719,64322.71%
View complete list of VANGUARD INDEX FDS shareholders