VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,780 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.36 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $806,520 | -0.2% | 5,847 | +2.8% | 0.48% | -1.8% |
| Q2 2023 | $808,016 | -5.6% | 5,686 | -8.3% | 0.49% | -10.0% |
| Q1 2023 | $856,205 | +4.7% | 6,199 | +6.4% | 0.55% | -7.6% |
| Q4 2022 | $817,660 | +27.0% | 5,825 | +11.7% | 0.59% | +27.5% |
| Q3 2022 | $644,000 | -5.6% | 5,213 | +0.8% | 0.47% | +3.3% |
| Q2 2022 | $682,000 | -17.0% | 5,172 | -7.0% | 0.45% | +4.6% |
| Q1 2022 | $822,000 | +6.3% | 5,560 | +5.8% | 0.43% | +21.8% |
| Q4 2021 | $773,000 | +16.4% | 5,253 | +7.0% | 0.35% | +8.3% |
| Q3 2021 | $664,000 | +0.3% | 4,908 | +2.0% | 0.33% | +0.6% |
| Q2 2021 | $662,000 | +36.2% | 4,812 | +30.1% | 0.32% | +24.5% |
| Q1 2021 | $486,000 | – | 3,699 | – | 0.26% | – |
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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% |