Continuum Advisory, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,023 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.72 and the average weighting 1.1%.

Quarter-by-quarter ownership
Continuum Advisory, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,153,289
+2.5%
22,862
+5.6%
0.50%
+3.3%
Q2 2023$3,075,862
+7.2%
21,646
+4.1%
0.49%
+0.4%
Q1 2023$2,870,593
+6.6%
20,785
+8.4%
0.49%
+0.2%
Q4 2022$2,691,683
+40.9%
19,176
+23.9%
0.49%
+44.2%
Q3 2022$1,910,000
-4.1%
15,471
+2.4%
0.34%
-6.9%
Q2 2022$1,992,000
+36.5%
15,106
+45.7%
0.36%
+30.7%
Q1 2022$1,459,000
+65.0%
10,370
+72.6%
0.28%
+39.2%
Q4 2021$884,000
+37.1%
6,007
+26.1%
0.20%
+15.0%
Q3 2021$645,000
+28.5%
4,763
+30.5%
0.17%
+10.9%
Q2 2021$502,000
+27.7%
3,650
+25.1%
0.16%
-4.9%
Q1 2021$393,000
-0.5%
2,918
-12.2%
0.16%
-8.9%
Q4 2020$395,000
+7.3%
3,324
-5.5%
0.18%
-10.4%
Q3 2020$368,000
+2.8%
3,518
-2.3%
0.20%
-10.7%
Q2 2020$358,000
+17.0%
3,599
+0.4%
0.22%
+9.2%
Q1 2020$306,000
-27.7%
3,586
+1.6%
0.21%
-16.3%
Q4 2019$423,000
+10.2%
3,528
+1.1%
0.25%
-4.3%
Q3 2019$384,000
-2.3%
3,488
-1.0%
0.26%
-4.8%
Q2 2019$393,000
+1.8%
3,522
-0.5%
0.27%
-6.2%
Q1 2019$386,000
-46.5%
3,540
-51.9%
0.29%
-45.7%
Q4 2018$721,000
-11.4%
7,363
+0.5%
0.53%
-2.0%
Q3 2018$814,000
+4.5%
7,324
-2.4%
0.54%
-5.3%
Q2 2018$779,000
+28.1%
7,503
+27.3%
0.57%
+12.2%
Q1 2018$608,000
+16.5%
5,895
+20.2%
0.51%
+27.2%
Q4 2017$522,000
+18.9%
4,906
+11.5%
0.40%
+3.9%
Q3 2017$439,000
-10.8%
4,399
-13.7%
0.38%
-21.1%
Q2 2017$492,000
-12.9%
5,099
-13.9%
0.49%
-28.0%
Q1 2017$565,0005,9220.68%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
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