MATRIX PRIVATE CAPITAL GROUP 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
MATRIX PRIVATE CAPITAL GROUP LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$11,432,592
+2.8%
82,887
+5.9%
8.52%
+4.7%
Q2 2023$11,121,717
+1.3%
78,267
-1.6%
8.14%
+7.0%
Q1 2023$10,982,879
-4.1%
79,523
-2.5%
7.61%
+1.9%
Q4 2022$11,453,253
+12.6%
81,593
-1.0%
7.47%
+8.4%
Q3 2022$10,175,000
-6.1%
82,399
+0.3%
6.89%
+11.5%
Q2 2022$10,835,000
-8.9%
82,161
+2.1%
6.18%
+6.4%
Q1 2022$11,892,000
+6.3%
80,470
+5.8%
5.80%
+9.6%
Q4 2021$11,185,000
+12.9%
76,034
+3.9%
5.30%
+1.7%
Q3 2021$9,903,000
+2.5%
73,152
+4.1%
5.20%
-1.6%
Q2 2021$9,661,000
+10.0%
70,280
+5.2%
5.29%
+0.1%
Q1 2021$8,779,000
+29.8%
66,784
+17.4%
5.28%
+8.9%
Q4 2020$6,766,000
+31.2%
56,875
+15.2%
4.85%
-7.6%
Q3 2020$5,158,000
+40.9%
49,353
+34.3%
5.25%
+30.0%
Q2 2020$3,661,000
+49.2%
36,757
+33.4%
4.04%
+15.8%
Q1 2020$2,454,000
+20.2%
27,554
+61.8%
3.49%
+62.9%
Q4 2019$2,041,00017,0332.14%
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