SAX WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,345 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 1.3%.

Quarter-by-quarter ownership
SAX WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$6,005,532
-2.7%
37,439
-1.2%
0.57%
-20.7%
Q1 2024$6,172,648
+7.5%
37,902
-1.3%
0.72%
-23.1%
Q4 2023$5,743,681
-11.1%
38,419
-17.9%
0.94%
-26.3%
Q3 2023$6,458,122
-4.6%
46,822
-1.7%
1.27%
-5.7%
Q2 2023$6,768,378
-8.6%
47,631
-11.2%
1.35%
-16.2%
Q1 2023$7,406,913
-2.8%
53,631
-1.2%
1.61%
-8.5%
Q4 2022$7,618,000
+11.5%
54,271
-1.9%
1.76%
+0.1%
Q3 2022$6,831,000
+1.1%
55,319
+7.9%
1.76%
+2.3%
Q2 2022$6,760,000
-9.7%
51,257
+1.1%
1.72%
-5.1%
Q1 2022$7,490,000
-12.0%
50,686
-12.4%
1.81%
+2.1%
Q4 2021$8,509,000
+6.4%
57,840
-2.1%
1.77%
-6.6%
Q3 2021$7,996,000
+2.1%
59,066
+3.7%
1.90%
-29.3%
Q2 2021$7,831,000
+10.9%
56,968
+6.0%
2.69%
+3.9%
Q1 2021$7,064,000
+18.1%
53,737
+6.8%
2.58%
-6.1%
Q4 2020$5,983,00050,2942.75%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Trustees of Dartmouth College 1,440,950$215,422,02554.61%
Permanens Capital L.P. 1,500,127$224,268,98743.69%
Employees' Retirement Fund of the City of Fort Worth 928,774$138,851,71327.84%
Pacific Life Fund Advisors LLC 1,859,768$278,035,31627.82%
Chaney Capital Management, Inc. 199,764$29,864,71826.57%
Safeguard Financial, LLC 453,736$67,816,46625.68%
Chan Zuckerberg Initiative, LLC 599,163$89,574,86924.91%
GOLDEN ROAD ADVISORS LLC 169,094$25,279,62224.18%
MAINSAIL ASSET MANAGEMENT, LLC 173,575$25,949,39424.14%
Arbor Wealth Advisors LLC 156,643$23,418,11924.08%
View complete list of VANGUARD INDEX FDS shareholders