Invst, 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
Invst, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,918,982
-3.2%
13,913
-0.2%
0.28%
-3.5%
Q2 2023$1,981,562
+3.1%
13,945
+1.1%
0.29%
-3.7%
Q1 2023$1,921,910
-93.3%
13,794
-93.1%
0.30%
-93.3%
Q4 2022$28,649,301
+5.5%
198,567
-8.3%
4.46%
-4.2%
Q3 2022$27,151,000
-11.2%
216,654
-0.9%
4.65%
-1.7%
Q2 2022$30,583,000
+4.3%
218,715
+3.8%
4.73%
-1.8%
Q1 2022$29,315,000
-0.5%
210,690
+0.8%
4.82%
+4.6%
Q4 2021$29,455,000
+853.9%
209,077
+816.6%
4.61%
+844.7%
Q3 2021$3,088,000
-74.6%
22,810
-74.3%
0.49%
-75.5%
Q2 2021$12,179,000
-64.0%
88,903
-64.2%
2.00%
-65.9%
Q1 2021$33,785,000
+268.4%
248,453
+222.3%
5.84%
+250.9%
Q4 2020$9,170,000
+18.1%
77,084
+3.8%
1.66%
-7.9%
Q3 2020$7,764,000
+1807.6%
74,238
+1716.0%
1.81%
+1394.2%
Q2 2020$407,000
-93.3%
4,088
-94.2%
0.12%
-95.2%
Q1 2020$6,058,000
-24.9%
71,074
+5.7%
2.51%
-17.1%
Q4 2019$8,063,000
+101.4%
67,272
+84.8%
3.03%
+67.9%
Q3 2019$4,004,000
-31.9%
36,397
-30.9%
1.80%
-40.3%
Q2 2019$5,880,000
-1.7%
52,644
-4.2%
3.02%
+0.6%
Q1 2019$5,982,000
+18.9%
54,937
+7.0%
3.00%
+6.0%
Q4 2018$5,031,000
-8.7%
51,362
+3.7%
2.83%
+0.8%
Q3 2018$5,508,00049,5512.81%
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