COLLECTIVE FAMILY OFFICE 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
COLLECTIVE FAMILY OFFICE LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,254,145
-1.1%
59,843
+1.9%
3.22%
-1.4%
Q2 2023$8,344,254
+6.0%
58,721
+3.0%
3.26%
+0.5%
Q1 2023$7,874,065
+7.4%
57,013
+9.2%
3.25%
-1.5%
Q4 2022$7,329,981
+3.6%
52,219
-8.8%
3.29%
-6.4%
Q3 2022$7,073,000
-17.4%
57,283
-11.8%
3.52%
-5.1%
Q2 2022$8,568,000
-3.3%
64,968
+8.4%
3.71%
+9.7%
Q1 2022$8,857,000
+8.6%
59,936
+8.1%
3.38%
+5.3%
Q4 2021$8,159,000
+14.5%
55,465
+5.4%
3.21%
+4.8%
Q3 2021$7,127,000
+23.1%
52,648
+25.0%
3.06%
+23.9%
Q2 2021$5,788,000
+17.5%
42,106
+12.4%
2.47%
+2.9%
Q1 2021$4,926,000
+316.8%
37,469
+277.2%
2.40%
+265.9%
Q4 2020$1,182,0009,9340.66%
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