OLIO Financial Planning - 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
OLIO Financial Planning ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$22,534,379
+2.4%
163,375
+5.5%
10.58%
+1.4%
Q2 2023$22,010,356
+14.4%
154,893
+11.1%
10.43%
+4.8%
Q1 2023$19,247,063
+4.3%
139,360
+6.0%
9.95%
-0.8%
Q4 2022$18,461,212
+17.0%
131,518
+3.0%
10.03%
+7.1%
Q3 2022$15,774,000
-5.0%
127,745
+1.5%
9.37%
+0.5%
Q2 2022$16,599,000
+2.7%
125,861
+15.0%
9.32%
+0.8%
Q1 2022$16,170,000
+7.9%
109,422
+7.4%
9.24%
+3.8%
Q4 2021$14,993,000101,9208.91%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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