VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 274 filers reported holding VANGUARD INDEX FDS in Q1 2014. The put-call ratio across all filers is 1.74 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,653,638 | -2.6% | 11,989 | +0.4% | 0.14% | +1.4% |
| Q2 2023 | $1,697,237 | +5.8% | 11,944 | +2.8% | 0.14% | +4.5% |
| Q1 2023 | $1,604,798 | +4.5% | 11,620 | +6.2% | 0.13% | -2.9% |
| Q4 2022 | $1,535,526 | +44.3% | 10,939 | +27.0% | 0.14% | +30.8% |
| Q3 2022 | $1,064,000 | -11.3% | 8,613 | -5.3% | 0.10% | -4.6% |
| Q2 2022 | $1,199,000 | -1.6% | 9,093 | +10.3% | 0.11% | +14.7% |
| Q1 2022 | $1,218,000 | +584.3% | 8,241 | +581.6% | 0.10% | +691.7% |
| Q4 2021 | $178,000 | +8.5% | 1,209 | 0.0% | 0.01% | -7.7% |
| Q3 2021 | $164,000 | -1.2% | 1,209 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $166,000 | +4.4% | 1,209 | 0.0% | 0.01% | -13.3% |
| Q1 2021 | $159,000 | +16.1% | 1,209 | +4.7% | 0.02% | +7.1% |
| Q4 2020 | $137,000 | +13.2% | 1,155 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $121,000 | +5.2% | 1,155 | 0.0% | 0.01% | -6.7% |
| Q2 2020 | $115,000 | +11.7% | 1,155 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $103,000 | -16.3% | 1,155 | +12.7% | 0.02% | +15.4% |
| Q4 2019 | $123,000 | +7.9% | 1,025 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $114,000 | +3.6% | 1,025 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $110,000 | +10.0% | 1,025 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $100,000 | -11.5% | 1,025 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $113,000 | +6.6% | 1,025 | 0.0% | 0.01% | +8.3% |
| Q2 2018 | $106,000 | +10.4% | 1,025 | +9.6% | 0.01% | +9.1% |
| Q1 2018 | $96,000 | -3.0% | 935 | 0.0% | 0.01% | -8.3% |
| Q4 2017 | $99,000 | +6.5% | 935 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $93,000 | -15.5% | 935 | -18.0% | 0.01% | -20.0% |
| Q2 2017 | $110,000 | +0.9% | 1,140 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $109,000 | +2.8% | 1,140 | 0.0% | 0.02% | -6.2% |
| Q4 2016 | $106,000 | +7.1% | 1,140 | 0.0% | 0.02% | -11.1% |
| Q3 2016 | $99,000 | +8.8% | 1,140 | +5.9% | 0.02% | +5.9% |
| Q2 2016 | $91,000 | +2.2% | 1,076 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $89,000 | +1.1% | 1,076 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $88,000 | +6.0% | 1,076 | 0.0% | 0.02% | 0.0% |
| Q3 2015 | $83,000 | -7.8% | 1,076 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $90,000 | 0.0% | 1,076 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $90,000 | -9.1% | 1,076 | -7.7% | 0.02% | -10.5% |
| Q4 2014 | $99,000 | -9.2% | 1,166 | -13.0% | 0.02% | -13.6% |
| Q3 2014 | $109,000 | -10.7% | 1,341 | -11.3% | 0.02% | -8.3% |
| Q2 2014 | $122,000 | +3.4% | 1,511 | 0.0% | 0.02% | -4.0% |
| Q1 2014 | $118,000 | – | 1,511 | – | 0.02% | – |
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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% |