Amplius Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,612 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.54 and the average weighting 1.4%.

Quarter-by-quarter ownership
Amplius Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,761,725
-11.2%
20,023
-8.5%
0.37%
-11.7%
Q2 2023$3,109,421
+2.2%
21,882
-0.7%
0.42%
-3.9%
Q1 2023$3,042,432
-0.1%
22,029
+1.5%
0.44%
-10.3%
Q4 2022$3,046,318
+11.5%
21,702
-1.9%
0.49%
-0.4%
Q3 2022$2,731,000
-10.5%
22,118
-4.4%
0.49%
-1.0%
Q2 2022$3,050,000
-35.1%
23,127
-27.3%
0.49%
-31.8%
Q1 2022$4,703,000
+19.5%
31,826
+18.9%
0.72%
+33.1%
Q4 2021$3,936,00026,7620.54%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Saudi Central Bank 756,686$111,316,000100.00%
Permanens Capital L.P. 1,059,590$126,049,00026.53%
VISTA CAPITAL PARTNERS, INC. 1,029,045$122,415,00020.29%
Peninsula Wealth, LLC 426,094$50,688,00019.02%
Cornerstone Management, Inc. 462,881$55,064,32417.41%
Foster Group, Inc. 789,564$92,916,00017.19%
JONES FINANCIAL COMPANIES LLLP 75,927,528$9,032,339,00016.54%
CBIZ Investment Advisory Services, LLC 1,502,129$178,691,00016.54%
TL Private Wealth 211,915$26,099,00016.50%
Jacobsen Capital Management 230,886$27,466,00016.28%
View complete list of VANGUARD INDEX FDS shareholders