Fortress Wealth Group, 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
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 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