Wescott Financial Advisory Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 1.6%.

Quarter-by-quarter ownership
Wescott Financial Advisory Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,197,996
-4.3%
30,436
-1.4%
0.77%
-1.0%
Q2 2023$4,387,557
-10.9%
30,877
-13.4%
0.78%
-27.6%
Q1 2023$4,926,078
-5.9%
35,668
-4.4%
1.07%
-5.2%
Q4 2022$5,235,985
+13.6%
37,301
-0.1%
1.13%
-12.0%
Q3 2022$4,608,000
-6.8%
37,320
-0.4%
1.28%
-4.3%
Q2 2022$4,942,000
-22.4%
37,475
-13.0%
1.34%
-18.2%
Q1 2022$6,368,00043,0911.64%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2023
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