FIRST NATIONAL CORP /MA/ /ADV - 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
FIRST NATIONAL CORP /MA/ /ADV ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,038,070
-4.3%
7,526
-1.4%
0.28%
+8.6%
Q2 2023$1,084,706
+3.9%
7,633
+1.0%
0.26%
+3.6%
Q1 2023$1,043,667
+2.6%
7,557
+4.3%
0.25%
-1.2%
Q4 2022$1,016,956
+14.9%
7,245
+1.1%
0.25%
+3.7%
Q3 2022$885,000
-6.0%
7,164
+0.4%
0.24%
-1.6%
Q2 2022$941,000
-10.0%
7,135
+0.9%
0.25%
+10.8%
Q1 2022$1,045,000
+0.6%
7,068
+0.1%
0.22%
-4.3%
Q4 2021$1,039,000
+9.0%
7,064
+0.3%
0.23%
+8.4%
Q3 2021$953,000
-39.4%
7,042
-48.1%
0.21%
-5.7%
Q2 2021$1,573,000
+71.7%
13,567
+94.6%
0.23%0.0%
Q1 2021$916,000
+12.1%
6,970
+1.5%
0.23%
+1.8%
Q4 2020$817,000
-5.9%
6,869
+4.1%
0.22%
-17.4%
Q3 2020$868,000
+32.1%
6,5970.0%0.27%
+19.5%
Q2 2020$657,000
-20.9%
6,5970.0%0.23%
-58.2%
Q1 2020$831,000
+5.1%
6,5970.0%0.54%
+84.0%
Q4 2019$791,000
+7.5%
6,5970.0%0.29%
-1.0%
Q3 2019$736,000
+0.5%
6,5970.0%0.30%
-1.7%
Q2 2019$732,000
+3.1%
6,5970.0%0.30%
+2.4%
Q1 2019$710,000
+9.6%
6,597
-0.3%
0.30%
-1.3%
Q4 2018$648,0006,6160.30%
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