Lokken Investment Group LLC - 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 Q1 2022. The put-call ratio across all filers is 0.54 and the average weighting 1.4%.

Quarter-by-quarter ownership
Lokken Investment Group LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$11,299,578
+0.7%
81,923
+3.7%
7.41%
+1.2%
Q2 2023$11,225,481
+4.3%
78,997
+1.3%
7.32%
-10.5%
Q1 2023$10,767,819
+3.7%
77,966
+5.4%
8.18%
-0.2%
Q4 2022$10,384,008
+19.8%
73,976
+5.4%
8.20%
+9.7%
Q3 2022$8,669,000
-5.9%
70,209
+0.5%
7.47%
+0.1%
Q2 2022$9,212,000
-5.2%
69,852
+1.2%
7.47%
-3.2%
Q1 2022$9,716,000
-8.4%
69,054
-4.2%
7.71%
+1.9%
Q4 2021$10,608,000
+11.7%
72,109
+2.8%
7.56%
+0.5%
Q3 2021$9,496,000
+1.8%
70,147
+3.4%
7.53%
-0.6%
Q2 2021$9,324,000
+4.0%
67,830
-0.6%
7.57%
-4.3%
Q1 2021$8,968,000
+11.4%
68,218
+0.8%
7.92%
+7.7%
Q4 2020$8,053,000
-10.2%
67,694
-0.8%
7.35%
-7.1%
Q1 2012$8,968,00068,2187.92%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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