FRG Family Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,780 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.36 and the average weighting 1.9%.

Quarter-by-quarter ownership
FRG Family Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$253,102
-2.9%
1,8350.0%0.06%0.0%
Q2 2023$260,754
+2.9%
1,8350.0%0.06%
-1.7%
Q1 2023$253,432
-1.6%
1,8350.0%0.06%
-4.9%
Q4 2022$257,579
+13.5%
1,8350.0%0.06%
+8.9%
Q3 2022$227,000
-6.2%
1,8350.0%0.06%0.0%
Q2 2022$242,000
-10.7%
1,8350.0%0.06%
+5.7%
Q1 2022$271,000
+0.4%
1,8350.0%0.05%
+6.0%
Q4 2021$270,000
+8.9%
1,8350.0%0.05%
+2.0%
Q3 2021$248,000
-1.6%
1,8350.0%0.05%
+2.1%
Q2 2021$252,000
+4.6%
1,8350.0%0.05%
-2.0%
Q1 2021$241,000
+10.6%
1,8350.0%0.05%
+4.3%
Q4 2020$218,000
-0.9%
1,8350.0%0.05%
-11.3%
Q4 2019$220,000
+7.3%
1,8350.0%0.05%0.0%
Q3 2019$205,000
+0.5%
1,8350.0%0.05%
-1.9%
Q2 2019$204,000
+0.5%
1,8350.0%0.05%
-3.6%
Q3 2018$203,0001,8350.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 1,678,868$135,904,00045.71%
VISTA CAPITAL PARTNERS, INC. 1,254,886$101,583,00032.81%
INR ADVISORY SERVICES LLC 1,160,892$93,974,00019.27%
IBBOTSON ASSOCIATES INC 122,392$9,908,00013.61%
Garde Capital, Inc. 403,244$32,643,00012.84%
STRINGER ASSET MANAGEMENT, LLC 209,230$16,937,00010.49%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 4,765,645$385,779,0009.78%
Blue Edge Capital, LLC 169,001$13,680,631,0009.28%
Lubar & Co., Inc 198,221$16,046,0008.86%
Financial Planning & Information Services, Inc. 161,040$13,036,0008.78%
View complete list of VANGUARD INDEX FDS shareholders