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 | $543,727 | +0.1% | 3,942 | +3.1% | 0.03% | +3.4% |
Q2 2023 | $543,038 | +12.3% | 3,822 | +9.2% | 0.03% | +7.4% |
Q1 2023 | $483,522 | -2.0% | 3,501 | -0.5% | 0.03% | -6.9% |
Q4 2022 | $493,621 | +17.5% | 3,517 | +3.3% | 0.03% | +7.4% |
Q3 2022 | $420,000 | -6.2% | 3,405 | +0.1% | 0.03% | 0.0% |
Q2 2022 | $448,000 | -27.3% | 3,400 | -18.5% | 0.03% | -12.9% |
Q1 2022 | $616,000 | -4.5% | 4,171 | -4.8% | 0.03% | 0.0% |
Q4 2021 | $645,000 | +40.2% | 4,382 | +29.1% | 0.03% | +29.2% |
Q3 2021 | $460,000 | -0.6% | 3,394 | +0.5% | 0.02% | -4.0% |
Q2 2021 | $463,000 | -21.3% | 3,376 | -24.5% | 0.02% | -26.5% |
Q1 2021 | $588,000 | +12.0% | 4,472 | +1.2% | 0.03% | +6.2% |
Q4 2020 | $525,000 | +14.1% | 4,417 | +0.4% | 0.03% | +3.2% |
Q3 2020 | $460,000 | +5.5% | 4,400 | +0.5% | 0.03% | -3.1% |
Q2 2020 | $436,000 | +10.9% | 4,379 | -0.8% | 0.03% | -11.1% |
Q1 2020 | $393,000 | -30.1% | 4,414 | -5.9% | 0.04% | -12.2% |
Q4 2019 | $562,000 | +6.2% | 4,693 | -1.0% | 0.04% | 0.0% |
Q3 2019 | $529,000 | +0.8% | 4,741 | +0.1% | 0.04% | -2.4% |
Q2 2019 | $525,000 | +44.6% | 4,736 | +40.5% | 0.04% | +35.5% |
Q1 2019 | $363,000 | -2.7% | 3,371 | -11.5% | 0.03% | -13.9% |
Q4 2018 | $373,000 | -16.0% | 3,811 | -5.0% | 0.04% | 0.0% |
Q3 2018 | $444,000 | +15.9% | 4,011 | +8.6% | 0.04% | +9.1% |
Q2 2018 | $383,000 | -14.7% | 3,693 | -15.1% | 0.03% | -17.5% |
Q1 2018 | $449,000 | +49.2% | 4,352 | +53.6% | 0.04% | +48.1% |
Q4 2017 | $301,000 | -1.3% | 2,833 | -7.4% | 0.03% | -6.9% |
Q3 2017 | $305,000 | 0.0% | 3,058 | -3.2% | 0.03% | -3.3% |
Q2 2017 | $305,000 | -4.7% | 3,158 | -6.0% | 0.03% | -6.2% |
Q1 2017 | $320,000 | -18.2% | 3,358 | -20.2% | 0.03% | -22.0% |
Q4 2016 | $391,000 | +7.4% | 4,208 | +0.5% | 0.04% | +5.1% |
Q3 2016 | $364,000 | +2.2% | 4,188 | 0.0% | 0.04% | -4.9% |
Q2 2016 | $356,000 | +16.3% | 4,188 | +12.7% | 0.04% | +17.1% |
Q1 2016 | $306,000 | -4.1% | 3,717 | -5.1% | 0.04% | -5.4% |
Q4 2015 | $319,000 | +6.0% | 3,917 | 0.0% | 0.04% | 0.0% |
Q3 2015 | $301,000 | -12.2% | 3,917 | -4.9% | 0.04% | -5.1% |
Q2 2015 | $343,000 | -6.3% | 4,117 | -5.7% | 0.04% | -7.1% |
Q1 2015 | $366,000 | +63.4% | 4,367 | +64.8% | 0.04% | +55.6% |
Q4 2014 | $224,000 | +4.2% | 2,650 | 0.0% | 0.03% | +3.8% |
Q3 2014 | $215,000 | +20.8% | 2,650 | +20.5% | 0.03% | +18.2% |
Q2 2014 | $178,000 | -18.7% | 2,200 | -23.3% | 0.02% | -29.0% |
Q4 2013 | $219,000 | +2.3% | 2,870 | -6.5% | 0.03% | -3.1% |
Q3 2013 | $214,000 | +2.9% | 3,070 | 0.0% | 0.03% | -3.0% |
Q2 2013 | $208,000 | – | 3,070 | – | 0.03% | – |
Download |
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% |