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 | $2,069 | +4.0% | 15,000 | +7.1% | 1.51% | +12.0% |
| Q2 2023 | $1,989 | -61.1% | 14,000 | -62.2% | 1.35% | -40.1% |
| Q1 2023 | $5,110 | +51.7% | 37,000 | +54.2% | 2.25% | +34.4% |
| Q4 2022 | $3,369 | -99.8% | 24,000 | +71.4% | 1.67% | +58.5% |
| Q3 2022 | $1,729,000 | -6.3% | 14,000 | 0.0% | 1.06% | +34.9% |
| Q2 2022 | $1,846,000 | -36.6% | 14,000 | -34.9% | 0.78% | -51.5% |
| Q3 2021 | $2,910,000 | -1.5% | 21,500 | 0.0% | 1.61% | -17.4% |
| Q2 2021 | $2,955,000 | +44.1% | 21,500 | +37.8% | 1.95% | +66.6% |
| Q1 2021 | $2,051,000 | -52.8% | 15,600 | -57.3% | 1.17% | -70.4% |
| Q4 2020 | $4,342,000 | +13.8% | 36,500 | 0.0% | 3.96% | +31.1% |
| Q3 2020 | $3,815,000 | – | 36,500 | – | 3.02% | – |
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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% |