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 | $749,236 | +0.6% | 5,432 | +3.7% | 0.24% | +4.8% |
| Q2 2023 | $744,604 | +2.3% | 5,240 | -0.6% | 0.23% | -1.3% |
| Q1 2023 | $728,000 | -3.6% | 5,271 | -2.0% | 0.23% | -12.2% |
| Q4 2022 | $755,000 | +12.9% | 5,378 | -0.8% | 0.26% | +3.1% |
| Q3 2022 | $669,000 | -4.7% | 5,420 | +1.7% | 0.26% | -0.8% |
| Q2 2022 | $702,000 | -4.5% | 5,330 | +7.1% | 0.26% | +10.3% |
| Q1 2022 | $735,000 | +1.7% | 4,976 | +1.2% | 0.23% | +5.4% |
| Q4 2021 | $723,000 | +5.4% | 4,916 | -3.0% | 0.22% | +0.9% |
| Q3 2021 | $686,000 | -6.3% | 5,069 | -4.9% | 0.22% | -8.4% |
| Q2 2021 | $732,000 | +18.6% | 5,328 | +13.6% | 0.24% | +9.6% |
| Q1 2021 | $617,000 | – | 4,691 | – | 0.22% | – |
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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% |