DEFINED WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,286 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.47 and the average weighting 1.2%.

Quarter-by-quarter ownership
DEFINED WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,212,127
-1.5%
30,538
+1.4%
3.59%
-0.4%
Q2 2023$4,277,790
+4.6%
30,104
+1.7%
3.61%
-5.5%
Q1 2023$4,089,569
+5.8%
29,611
+7.5%
3.82%
+5.1%
Q4 2022$3,866,767
+29.9%
27,547
+14.2%
3.63%
+12.0%
Q3 2022$2,977,000
+0.6%
24,113
+7.5%
3.24%
+6.9%
Q2 2022$2,959,000
-6.0%
22,434
+5.3%
3.03%
+9.5%
Q1 2022$3,149,000
+115.7%
21,309
+114.7%
2.77%
+131.9%
Q4 2021$1,460,000
+19.1%
9,925
+9.6%
1.19%
+9.8%
Q3 2021$1,226,000
+0.2%
9,059
+1.8%
1.09%0.0%
Q2 2021$1,223,000
+6.6%
8,899
+2.0%
1.09%0.0%
Q1 2021$1,147,000
+1877.6%
8,724
+1676.8%
1.09%
+1807.0%
Q4 2020$58,0004910.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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