OGOREK ANTHONY JOSEPH /NY/ /ADV - 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
OGOREK ANTHONY JOSEPH /NY/ /ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$30.0%210.0%0.00%0.0%
Q1 2023$30.0%210.0%0.00%0.0%
Q4 2022$3
-99.8%
210.0%0.00%0.0%
Q3 2022$2,0000.0%210.0%0.00%0.0%
Q2 2022$2,000
-33.3%
210.0%0.00%0.0%
Q1 2022$3,0000.0%210.0%0.00%0.0%
Q4 2021$3,000
+50.0%
21
+5.0%
0.00%0.0%
Q3 2021$2,0000.0%200.0%0.00%0.0%
Q2 2021$2,0000.0%200.0%0.00%0.0%
Q1 2021$2,0000.0%200.0%0.00%0.0%
Q4 2020$2,0000.0%200.0%0.00%0.0%
Q3 2020$2,000
-84.6%
20
-85.7%
0.00%
-88.9%
Q2 2020$13,000
-99.8%
140
-99.8%
0.01%
-99.7%
Q1 2020$6,503,000
-5.8%
73,022
+26.8%
3.53%
+5.1%
Q4 2019$6,903,00057,6013.36%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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