VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,551 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.60 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $222,757 | +0.4% | 1,615 | +3.5% | 0.01% | 0.0% |
| Q2 2023 | $221,818 | -15.8% | 1,561 | -18.1% | 0.01% | -16.7% |
| Q1 2023 | $263,376 | +20.4% | 1,907 | +22.4% | 0.01% | +9.1% |
| Q4 2022 | $218,696 | +5.7% | 1,558 | -7.2% | 0.01% | 0.0% |
| Q3 2022 | $207,000 | -10.0% | 1,679 | -3.7% | 0.01% | -8.3% |
| Q2 2022 | $230,000 | -15.1% | 1,744 | -4.8% | 0.01% | 0.0% |
| Q1 2022 | $271,000 | +7.1% | 1,832 | +6.4% | 0.01% | +9.1% |
| Q4 2021 | $253,000 | +18.8% | 1,722 | +9.2% | 0.01% | 0.0% |
| Q3 2021 | $213,000 | -0.5% | 1,577 | +1.2% | 0.01% | 0.0% |
| Q2 2021 | $214,000 | – | 1,559 | – | 0.01% | – |
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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% |