Keystone Wealth Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,744 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.7%.

Quarter-by-quarter ownership
Keystone Wealth Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,412,971
-25.9%
10,244
-23.7%
0.54%
-24.7%
Q2 2023$1,907,654
-72.1%
13,425
-72.9%
0.71%
-74.5%
Q1 2023$6,829,198
-3.0%
49,448
-1.4%
2.79%
-9.0%
Q4 2022$7,040,200
+11.2%
50,155
-2.2%
3.07%
+2.7%
Q3 2022$6,332,000
-14.1%
51,280
-8.2%
2.99%
-9.3%
Q2 2022$7,371,000
-18.5%
55,889
-8.7%
3.30%
-8.1%
Q1 2022$9,045,000
+1.0%
61,207
+0.5%
3.59%
-1.3%
Q4 2021$8,958,00060,8913.64%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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