PDS Planning, Inc - 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
PDS Planning, Inc ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,376,689
+1.2%
9,981
+4.2%
0.18%
+2.3%
Q2 2023$1,360,949
+3.5%
9,577
+0.6%
0.17%
-3.9%
Q1 2023$1,315,413
-1.3%
9,524
+0.3%
0.18%
-15.0%
Q4 2022$1,332,355
+14.4%
9,492
+0.6%
0.21%
+0.5%
Q3 2022$1,165,000
+26.8%
9,433
+35.3%
0.21%
+27.7%
Q2 2022$919,000
+181.9%
6,971
+215.6%
0.17%
+191.2%
Q1 2022$326,000
+53.1%
2,209
+52.9%
0.06%
+39.0%
Q4 2021$213,000
-3.6%
1,445
-11.3%
0.04%
-19.6%
Q3 2021$221,000
+11.6%
1,630
+12.9%
0.05%
+6.2%
Q2 2021$198,0000.0%1,444
-4.2%
0.05%
-15.8%
Q1 2021$198,0001,5080.06%
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