ENCOMPASS WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,779 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.

Quarter-by-quarter ownership
ENCOMPASS WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$209,654
-2.9%
1,5200.0%0.07%0.0%
Q2 2023$215,992
+2.9%
1,5200.0%0.07%
-1.4%
Q1 2023$209,927
-1.6%
1,5200.0%0.07%
-9.0%
Q4 2022$213,362
-21.6%
1,520
-30.9%
0.08%
-24.3%
Q3 2022$272,000
-12.5%
2,200
-6.8%
0.10%
-6.4%
Q2 2022$311,000
-10.9%
2,3600.0%0.11%
+25.0%
Q1 2022$349,000
+7.7%
2,360
+7.3%
0.09%
+11.4%
Q4 2021$324,000
+58.0%
2,200
+44.7%
0.08%
+49.1%
Q3 2021$205,000
-36.7%
1,520
-35.6%
0.05%
-33.8%
Q2 2021$324,000
-5.0%
2,360
-4.8%
0.08%
-8.0%
Q1 2021$341,000
+15.6%
2,4800.0%0.09%
-48.8%
Q4 2020$295,0002,4800.17%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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