Cassady Schiller Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,779 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.

Quarter-by-quarter ownership
Cassady Schiller Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$29,388,838
+1.4%
213,071
+4.5%
16.28%
+3.5%
Q2 2023$28,971,891
+8.9%
203,884
+5.8%
15.74%
+25.7%
Q1 2023$26,613,860
+16.9%
192,700
+18.8%
12.52%
-10.6%
Q4 2022$22,767,872
+20.5%
162,199
+6.0%
14.00%
+28.4%
Q3 2022$18,888,000
+4.3%
152,965
+11.4%
10.90%
+14.4%
Q2 2022$18,115,000
+24.5%
137,363
+39.5%
9.53%
+35.9%
Q1 2022$14,556,000
+18.3%
98,495
+17.7%
7.01%
-5.3%
Q4 2021$12,306,00083,6527.41%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Trustees of Dartmouth College 1,440,950$198,750,23489.97%
Permanens Capital L.P. 1,776,945$245,094,02441.90%
Employees' Retirement Fund of the City of Fort Worth 928,774$128,105,79728.22%
Pacific Life Fund Advisors LLC 1,892,409$261,019,97327.63%
Saudi Central Bank 756,686$104,36926.69%
Safeguard Financial, LLC 388,806$53,628,07625.87%
Thrive Wealth Management, LLC 655,367$90,394,80824.05%
Dougherty Wealth Advisers LLC 149,922$20,678,74123.94%
Brickley Wealth Management 630,698$86,992,15023.21%
NorthLanding Financial Partners, LLC 128,468$17,719,64322.71%
View complete list of VANGUARD INDEX FDS shareholders