SOA Wealth Advisors, LLC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,744 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.7%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,893,896
-2.2%
13,731
+0.8%
0.47%
+3.7%
Q2 2023$1,936,407
-0.9%
13,627
-3.7%
0.45%
-5.6%
Q1 2023$1,953,894
-2.5%
14,147
-0.9%
0.48%
-10.8%
Q4 2022$2,003,812
+0.7%
14,275
-11.5%
0.54%
-10.0%
Q3 2022$1,990,000
-3.5%
16,123
+3.0%
0.60%
-1.5%
Q2 2022$2,063,000
-26.6%
15,648
-17.8%
0.61%
-11.4%
Q1 2022$2,812,000
+0.6%
19,031
+0.2%
0.69%
+1.3%
Q4 2021$2,794,000
+8.0%
19,001
-0.5%
0.68%
+2.1%
Q3 2021$2,586,000
-1.4%
19,104
+0.1%
0.66%
-1.6%
Q2 2021$2,622,000
-3.1%
19,076
-7.3%
0.67%
-11.0%
Q1 2021$2,706,000
+6.3%
20,587
+0.3%
0.76%
+9.2%
Q4 2020$2,546,00020,5340.69%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Saudi Central Bank 756,686$111,316,000100.00%
Permanens Capital L.P. 1,059,590$126,049,00026.53%
VISTA CAPITAL PARTNERS, INC. 1,029,045$122,415,00020.29%
Peninsula Wealth, LLC 426,094$50,688,00019.02%
Cornerstone Management, Inc. 462,881$55,064,32417.41%
Foster Group, Inc. 789,564$92,916,00017.19%
JONES FINANCIAL COMPANIES LLLP 75,927,528$9,032,339,00016.54%
CBIZ Investment Advisory Services, LLC 1,502,129$178,691,00016.54%
TL Private Wealth 211,915$26,099,00016.50%
Jacobsen Capital Management 230,886$27,466,00016.28%
View complete list of VANGUARD INDEX FDS shareholders