VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $679,719 | -2.9% | 4,928 | 0.0% | 0.50% | +0.2% |
| Q2 2023 | $700,269 | +140516.3% | 4,928 | +39.0% | 0.50% | +38.5% |
| Q4 2022 | $498 | -99.9% | 3,545 | +3.6% | 0.36% | -5.0% |
| Q3 2022 | $423,000 | -2.8% | 3,423 | +3.8% | 0.38% | +5.6% |
| Q2 2022 | $435,000 | -0.2% | 3,298 | +11.8% | 0.36% | +18.4% |
| Q1 2022 | $436,000 | +16.3% | 2,950 | +15.7% | 0.30% | +20.6% |
| Q4 2021 | $375,000 | +8.7% | 2,550 | 0.0% | 0.25% | -4.5% |
| Q3 2021 | $345,000 | +3.0% | 2,550 | 0.0% | 0.26% | -5.4% |
| Q1 2021 | $335,000 | +11.7% | 2,550 | +1.2% | 0.28% | +4.9% |
| Q4 2020 | $300,000 | +14.1% | 2,520 | 0.0% | 0.27% | 0.0% |
| Q3 2020 | $263,000 | -79.0% | 2,520 | -80.0% | 0.27% | -7.0% |
| Q2 2020 | $1,255,000 | +17.8% | 12,600 | +5.4% | 0.29% | +0.7% |
| Q1 2020 | $1,065,000 | +19.4% | 11,950 | +31.2% | 0.28% | -75.5% |
| Q4 2018 | $892,000 | +118.6% | 9,110 | +147.2% | 1.16% | +145.6% |
| Q3 2018 | $408,000 | – | 3,685 | – | 0.47% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peninsula Wealth, LLC | 458,742 | $54,980,000 | 25.45% |
| Permanens Capital L.P. | 834,780 | $100,048,000 | 25.13% |
| VISTA CAPITAL PARTNERS, INC. | 1,027,804 | $123,182,000 | 23.06% |
| Cornerstone Management, Inc. | 364,210 | $43,650,569 | 18.51% |
| JONES FINANCIAL COMPANIES LLLP | 75,825,475 | $9,087,684,000 | 18.18% |
| Brickley Wealth Management | 401,848 | $48,162,000 | 17.55% |
| CAPITAL WEALTH MANAGEMENT, LLC | 140,172 | $16,800,000 | 17.14% |
| TL Private Wealth | 155,748 | $18,760,000 | 16.22% |
| CBIZ Investment Advisory Services, LLC | 1,252,314 | $150,841,000 | 16.02% |
| Cable Hill Partners, LLC | 397,717 | $47,666,000 | 14.35% |