FRG Family Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,798 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
FRG Family Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$295,930
+3.1%
1,8350.0%0.06%
+1.8%
Q1 2024$287,159
+4.7%
1,8350.0%0.06%0.0%
Q4 2023$274,333
+8.4%
1,8350.0%0.06%
-1.8%
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 Q2 2023
NameSharesValueWeighting ↓
VISTA CAPITAL PARTNERS, INC. 1,193,693$99,506,00031.24%
Cable Hill Partners, LLC 374,762$31,484,00023.73%
PROVIDA PENSION FUND ADMINISTRATOR 9,688,696$807,650,00017.73%
INR ADVISORY SERVICES LLC 1,079,157$89,959,00017.60%
MISSION WEALTH MANAGEMENT, LP 444,660$37,218,00012.73%
Cornerstone Management, Inc. 211,998$17,672,15312.63%
IBBOTSON ASSOCIATES INC 216,085$18,013,00012.13%
Strategic Income Management, LLC 228,318$19,072,00011.10%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 6,283,013$523,752,00010.73%
Garde Capital, Inc. 422,268$35,200,00010.58%
View complete list of VANGUARD INDEX FDS shareholders