Fortress Wealth Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,612 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.54 and the average weighting 1.4%.

Quarter-by-quarter ownership
Fortress Wealth Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$14,136,432
-3.3%
104,382
+4.4%
9.43%
+2.0%
Q2 2023$14,614,626
+8.7%
99,963
+2.7%
9.24%
-4.8%
Q1 2023$13,439,012
+334.5%
97,307
+341.6%
9.70%
+349.1%
Q4 2022$3,093,143
-12.8%
22,036
-23.3%
2.16%
-18.8%
Q3 2022$3,548,000
+79.4%
28,731
+91.6%
2.66%
+56.1%
Q2 2022$1,978,000
-4.3%
14,999
+7.3%
1.70%
+6.8%
Q1 2022$2,066,000
+4.0%
13,980
+4.9%
1.60%
+8.0%
Q4 2021$1,987,000
+12.6%
13,332
+2.3%
1.48%
-3.1%
Q3 2021$1,764,000
+8.8%
13,029
+10.4%
1.53%
+5.3%
Q2 2021$1,622,00011,8001.45%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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