Forbes Financial Planning, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,780 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.36 and the average weighting 1.9%.

Quarter-by-quarter ownership
Forbes Financial Planning, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,238,358
-2.6%
37,979
+0.4%
5.61%
+8.2%
Q2 2023$5,377,335
+3.2%
37,842
+0.4%
5.19%
+1.3%
Q1 2023$5,208,073
+60.3%
37,710
+43.3%
5.12%
+8.4%
Q4 2022$3,249,672
-0.0%
26,3180.0%4.73%0.0%
Q3 2022$3,250,000
+16.4%
26,318
+24.1%
4.73%
+18.1%
Q2 2022$2,793,000
+995.3%
21,204
+1132.1%
4.00%
+1158.8%
Q1 2022$255,000
+0.4%
1,7210.0%0.32%
+27.2%
Q4 2021$254,0001,7210.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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