Collaborative Wealth Managment Inc. - 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
Collaborative Wealth Managment Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$350,756
-3.0%
2,543
-0.0%
0.21%
-2.8%
Q2 2023$361,502
-7.4%
2,544
-10.0%
0.22%
-12.6%
Q1 2023$390,376
-1.6%
2,827
+0.1%
0.25%
-5.7%
Q4 2022$396,608
+10.8%
2,825
-2.6%
0.26%
+3.2%
Q3 2022$358,000
-8.2%
2,901
-1.9%
0.25%
-1.2%
Q2 2022$390,000
-34.6%
2,956
-27.0%
0.26%
-21.7%
Q4 2021$596,000
-3.4%
4,050
-3.0%
0.33%
-8.1%
Q1 2021$617,0004,1770.36%
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