VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $256 | -3.0% | 1,858 | 0.0% | 0.01% | -17.6% |
| Q2 2023 | $264 | +3.1% | 1,858 | 0.0% | 0.02% | +13.3% |
| Q1 2023 | $256 | -1.9% | 1,858 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $261 | -99.9% | 1,858 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $229,000 | -6.5% | 1,858 | 0.0% | 0.02% | -6.2% |
| Q2 2022 | $245,000 | -10.9% | 1,858 | 0.0% | 0.02% | -5.9% |
| Q1 2022 | $275,000 | +0.7% | 1,858 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $273,000 | +11.9% | 1,858 | 0.0% | 0.02% | -10.5% |
| Q1 2021 | $244,000 | +10.4% | 1,858 | 0.0% | 0.02% | +5.6% |
| Q4 2020 | $221,000 | -0.9% | 1,858 | 0.0% | 0.02% | -14.3% |
| Q4 2019 | $223,000 | +7.7% | 1,858 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $207,000 | +0.5% | 1,858 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $206,000 | +3.0% | 1,858 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $200,000 | -2.9% | 1,858 | 0.0% | 0.02% | +5.0% |
| Q3 2018 | $206,000 | – | 1,858 | – | 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% |