CALTON & ASSOCIATES, INC. - 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
CALTON & ASSOCIATES, INC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$460,548
+71.7%
3,339
+71.9%
0.67%
+442.7%
Q1 2023$268,207
-49.3%
1,942
-48.4%
0.12%
-39.5%
Q4 2022$528,509
+78.6%
3,765
+56.8%
0.20%
+20.6%
Q3 2022$296,000
-0.3%
2,401
+6.5%
0.17%
+3.0%
Q2 2022$297,000
-69.7%
2,255
-66.0%
0.16%
-43.3%
Q1 2022$980,000
+3.4%
6,635
+2.9%
0.29%
+15.0%
Q4 2021$948,000
+16.2%
6,449
+6.9%
0.25%
+41.3%
Q3 2021$816,000
-0.5%
6,032
+1.7%
0.18%
+14.7%
Q2 2021$820,000
+7.5%
5,933
+2.2%
0.16%
+4.7%
Q1 2021$763,000
+16.0%
5,806
+5.0%
0.15%
+27.4%
Q4 2020$658,000
-21.7%
5,532
-31.2%
0.12%
-32.4%
Q3 2020$840,000
+6.2%
8,039
+1.3%
0.17%
+0.6%
Q2 2020$791,000
+127.3%
7,938
+103.2%
0.17%
+100.0%
Q1 2020$348,000
-44.3%
3,907
-25.1%
0.09%
-31.7%
Q4 2019$625,000
+49.9%
5,214
+39.6%
0.13%
+35.5%
Q3 2019$417,000
+3.7%
3,735
+3.1%
0.09%
-18.4%
Q2 2019$402,000
-0.5%
3,624
-3.3%
0.11%
-7.3%
Q1 2019$404,000
+14.1%
3,749
+3.6%
0.12%
-5.4%
Q4 2018$354,000
-20.1%
3,618
-9.6%
0.13%0.0%
Q3 2018$443,000
+11.6%
4,004
+10.7%
0.13%
+13.0%
Q2 2018$397,000
-33.8%
3,618
-32.7%
0.12%
-23.8%
Q4 2017$600,0005,3740.15%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Saudi Central Bank 756,686$111,316,000100.00%
Permanens Capital L.P. 1,059,590$126,049,00026.53%
VISTA CAPITAL PARTNERS, INC. 1,029,045$122,415,00020.29%
Peninsula Wealth, LLC 426,094$50,688,00019.02%
Cornerstone Management, Inc. 462,881$55,064,32417.41%
Foster Group, Inc. 789,564$92,916,00017.19%
JONES FINANCIAL COMPANIES LLLP 75,927,528$9,032,339,00016.54%
CBIZ Investment Advisory Services, LLC 1,502,129$178,691,00016.54%
TL Private Wealth 211,915$26,099,00016.50%
Jacobsen Capital Management 230,886$27,466,00016.28%
View complete list of VANGUARD INDEX FDS shareholders