MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,286 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.47 and the average weighting 1.2%.

Quarter-by-quarter ownership
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2021$37,712,000
+3.6%
278,583
+5.2%
2.52%
+3.1%
Q2 2021$36,402,000
+64.8%
264,817
+57.6%
2.45%
+51.6%
Q1 2021$22,085,000
+10.6%
167,994
+0.0%
1.62%
+5.4%
Q4 2020$19,975,000
+120.3%
167,917
+108.1%
1.53%
+93.4%
Q3 2020$9,068,000
+37.9%
80,684
+22.2%
0.79%
+25.1%
Q2 2020$6,578,000
+35.2%
66,049
+20.9%
0.63%
+13.2%
Q1 2020$4,864,000
+2.6%
54,615
+38.1%
0.56%
+26.2%
Q4 2019$4,739,000
-18.0%
39,545
-23.6%
0.44%
-28.2%
Q3 2019$5,780,000
+15.8%
51,785
+15.1%
0.62%
+18.7%
Q2 2019$4,992,000
+4.8%
45,009
+1.7%
0.52%0.0%
Q1 2019$4,764,000
+23.6%
44,265
+12.5%
0.52%
+8.8%
Q4 2018$3,854,00039,3450.48%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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