VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,332 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,427,504 | -11.4% | 126,350 | -8.7% | 1.09% | -9.6% |
| Q2 2023 | $19,671,170 | -6.9% | 138,432 | -9.5% | 1.21% | -10.7% |
| Q1 2023 | $21,126,734 | +1.0% | 152,970 | +2.7% | 1.35% | -4.2% |
| Q4 2022 | $20,907,420 | +17.0% | 148,945 | +2.9% | 1.41% | +7.9% |
| Q3 2022 | $17,871,000 | -5.7% | 144,729 | +0.7% | 1.31% | -1.0% |
| Q2 2022 | $18,961,000 | +31.2% | 143,771 | +47.1% | 1.32% | +57.9% |
| Q1 2022 | $14,448,000 | +2361.3% | 97,768 | +2350.9% | 0.84% | +2291.4% |
| Q4 2021 | $587,000 | +8.7% | 3,989 | 0.0% | 0.04% | -2.8% |
| Q3 2021 | $540,000 | -1.5% | 3,989 | 0.0% | 0.04% | -2.7% |
| Q2 2021 | $548,000 | +4.6% | 3,989 | 0.0% | 0.04% | -7.5% |
| Q1 2021 | $524,000 | +10.3% | 3,989 | 0.0% | 0.04% | +2.6% |
| Q4 2020 | $475,000 | +13.9% | 3,989 | 0.0% | 0.04% | +2.6% |
| Q3 2020 | $417,000 | +46.3% | 3,989 | +50.6% | 0.04% | +18.8% |
| Q1 2019 | $285,000 | – | 2,649 | – | 0.03% | – |
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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% |