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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,480,051 | -2.1% | 293,483 | +0.8% | 3.50% | -11.0% |
| Q2 2023 | $41,354,898 | +3.6% | 291,027 | +0.7% | 3.93% | -12.2% |
| Q1 2023 | $39,927,425 | -1.0% | 289,099 | +0.6% | 4.48% | -4.7% |
| Q4 2022 | $40,338,931 | +22.7% | 287,376 | +8.0% | 4.70% | -5.0% |
| Q3 2022 | $32,866,000 | -10.1% | 266,164 | -4.0% | 4.94% | -8.3% |
| Q2 2022 | $36,552,000 | -14.0% | 277,163 | -3.6% | 5.39% | 0.0% |
| Q1 2022 | $42,510,000 | -3.9% | 287,659 | -4.3% | 5.39% | +8.5% |
| Q4 2021 | $44,221,000 | +7.9% | 300,595 | -0.7% | 4.97% | -4.9% |
| Q3 2021 | $40,975,000 | -1.6% | 302,687 | -0.0% | 5.22% | -6.4% |
| Q2 2021 | $41,623,000 | +3.3% | 302,802 | -1.2% | 5.58% | -0.1% |
| Q1 2021 | $40,282,000 | +8.9% | 306,418 | -1.5% | 5.58% | +4.2% |
| Q4 2020 | $37,001,000 | +9.3% | 311,036 | -4.0% | 5.36% | -1.9% |
| Q3 2020 | $33,850,000 | +0.5% | 323,895 | -4.2% | 5.46% | -4.3% |
| Q2 2020 | $33,668,000 | +16.5% | 338,069 | +4.2% | 5.71% | -1.1% |
| Q1 2020 | $28,908,000 | +776.5% | 324,585 | +1079.6% | 5.78% | +531.3% |
| Q4 2019 | $3,298,000 | +1.0% | 27,517 | -5.9% | 0.92% | -11.3% |
| Q3 2019 | $3,264,000 | -0.9% | 29,243 | -1.5% | 1.03% | -4.5% |
| Q2 2019 | $3,294,000 | +1.0% | 29,698 | -2.0% | 1.08% | -7.4% |
| Q1 2019 | $3,263,000 | -65.2% | 30,315 | -68.4% | 1.17% | -62.0% |
| Q4 2018 | $9,387,000 | – | 95,830 | – | 3.07% | – |
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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% |