PDS Planning, Inc - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,744 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.7%.

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 Q1 2023
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