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 ↓
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