Halpern Financial, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,316 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.45 and the average weighting 1.3%.

Quarter-by-quarter ownership
Halpern Financial, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,885,503
+16486.1%
13,670
+16987.5%
0.65%
+16175.0%
Q2 2023$11,368
-23.8%
80
-25.9%
0.00%
-20.0%
Q1 2023$14,916
-1.6%
1080.0%0.01%
-16.7%
Q4 2022$15,160
+13.7%
1080.0%0.01%
+20.0%
Q3 2022$13,336
-6.4%
1080.0%0.01%
-16.7%
Q2 2022$14,243
-10.8%
1080.0%0.01%0.0%
Q1 2022$15,960
+0.5%
1080.0%0.01%
-14.3%
Q4 2021$15,888
+8.7%
1080.0%0.01%0.0%
Q3 2021$14,620
-1.5%
1080.0%0.01%0.0%
Q2 2021$14,846
+4.6%
1080.0%0.01%0.0%
Q1 2021$14,198
+10.5%
1080.0%0.01%0.0%
Q4 2020$12,848
+13.8%
1080.0%0.01%0.0%
Q3 2020$11,287
-6.1%
108
-20.0%
0.01%
-36.4%
Q1 2020$12,023
-25.7%
1350.0%0.01%
-15.4%
Q4 2019$16,1801350.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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