Colonial River Wealth Management, LLC - 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
Colonial River Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$528,962
-13.4%
3,835
-10.8%
0.34%
-14.0%
Q2 2023$610,722
-0.5%
4,298
-3.2%
0.40%
+11.4%
Q1 2023$613,516
-1.1%
4,442
+0.5%
0.36%
-9.1%
Q4 2022$620,529
+10.2%
4,421
-3.1%
0.40%
+1.0%
Q3 2022$563,000
+1.6%
4,561
+8.6%
0.39%
+8.0%
Q2 2022$554,000
-10.2%
4,200
+0.7%
0.36%
+2.0%
Q1 2022$617,000
+51.6%
4,172
+50.8%
0.36%
+62.6%
Q4 2021$407,000
-34.6%
2,767
-38.9%
0.22%
-50.7%
Q2 2021$622,000
-2.4%
4,528
-6.5%
0.44%
-13.6%
Q1 2021$637,0004,8440.51%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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