DOPKINS WEALTH MANAGEMENT, 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
DOPKINS WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$360,233
+5.8%
2,612
+9.0%
0.27%
-9.9%
Q2 2023$340,640
+3.6%
2,397
+0.6%
0.30%
-1.6%
Q1 2023$328,917
-1.0%
2,382
+0.6%
0.31%
+5.5%
Q4 2022$332,286
+14.6%
2,367
+0.7%
0.29%
-10.2%
Q3 2022$290,000
-6.5%
2,350
+0.1%
0.32%
-3.0%
Q2 2022$310,000
-9.6%
2,348
+1.3%
0.34%
-9.9%
Q1 2022$343,000
+1.2%
2,319
+0.5%
0.37%
+11.0%
Q4 2021$339,0002,3070.34%
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