ECLECTIC ASSOCIATES INC /ADV - 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
ECLECTIC ASSOCIATES INC /ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,471,076
-0.7%
61,416
+2.3%
4.31%
+2.7%
Q2 2023$8,531,094
+6.7%
60,036
+3.7%
4.19%
+2.3%
Q1 2023$7,994,773
+0.4%
57,888
+2.0%
4.10%
+5.7%
Q4 2022$7,963,932
+24.0%
56,735
+9.1%
3.88%
-7.9%
Q3 2022$6,420,000
+0.5%
51,995
+7.3%
4.21%
-1.9%
Q2 2022$6,389,000
-4.9%
48,447
+6.6%
4.29%
+0.3%
Q1 2022$6,716,000
+63.4%
45,445
+62.6%
4.28%
+62.7%
Q4 2021$4,111,000
+13.9%
27,948
+4.8%
2.63%
-0.2%
Q3 2021$3,610,000
+4.2%
26,669
+5.8%
2.63%
+1.2%
Q2 2021$3,465,000
+10.1%
25,205
+5.3%
2.60%
-0.1%
Q1 2021$3,146,000
+15.6%
23,931
+4.6%
2.60%
+1.0%
Q4 2020$2,722,00022,8782.58%
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