VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,286 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.47 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,116,235 | -2.2% | 66,093 | +0.7% | 0.67% | +1.2% |
| Q2 2023 | $9,322,282 | +3.7% | 65,604 | +0.8% | 0.66% | +3.8% |
| Q1 2023 | $8,992,972 | -0.7% | 65,115 | +0.9% | 0.64% | -8.2% |
| Q4 2022 | $9,056,467 | +11.7% | 64,518 | -1.7% | 0.70% | +3.1% |
| Q3 2022 | $8,105,000 | -10.6% | 65,635 | -4.5% | 0.68% | -6.5% |
| Q2 2022 | $9,067,000 | -40.7% | 68,750 | -33.5% | 0.72% | -29.4% |
| Q1 2022 | $15,282,000 | +20.9% | 103,411 | +20.3% | 1.02% | +24.4% |
| Q4 2021 | $12,644,000 | +38.6% | 85,950 | +29.5% | 0.82% | +14.6% |
| Q2 2021 | $9,123,000 | +53.1% | 66,372 | +46.4% | 0.72% | +25.1% |
| Q1 2021 | $5,960,000 | +32.3% | 45,336 | +19.7% | 0.57% | +22.6% |
| Q4 2020 | $4,506,000 | -37.2% | 37,876 | -44.9% | 0.47% | -14.9% |
| Q3 2020 | $7,178,000 | -14.8% | 68,679 | -18.8% | 0.55% | -56.6% |
| Q2 2020 | $8,420,000 | +13.4% | 84,545 | +36.5% | 1.27% | +35.3% |
| Q4 2019 | $7,423,000 | – | 61,934 | – | 0.94% | – |
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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% |