Peninsula Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,974 filers reported holding VANGUARD INDEX FDS in Q2 2024. The put-call ratio across all filers is 0.24 and the average weighting 1.4%.

Quarter-by-quarter ownership
Peninsula Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$39,209,472
-23.9%
238,646
-24.6%
7.33%
-28.7%
Q1 2024$51,515,720
-13.0%
316,319
-20.2%
10.28%
-15.9%
Q4 2023$59,247,046
-3.2%
396,301
-13.3%
12.22%
-14.7%
Q3 2023$61,229,356
-5.8%
457,174
-0.0%
14.34%
-15.6%
Q2 2023$64,983,644
+4.0%
457,309
+1.1%
16.99%
-5.8%
Q1 2023$62,464,857
-0.7%
452,283
+0.9%
18.03%
-8.9%
Q4 2022$62,913,257
+12.1%
448,196
-1.4%
19.80%
-0.1%
Q3 2022$56,138,000
-6.2%
454,631
+0.2%
19.82%
-2.2%
Q2 2022$59,861,000
-11.2%
453,904
-0.5%
20.26%
+5.5%
Q1 2022$67,404,000
+0.6%
456,113
+0.2%
19.20%
+6.5%
Q4 2021$66,996,000
+11.1%
455,412
+2.2%
18.02%
-5.9%
Q3 2021$60,321,000
-0.5%
445,598
+1.0%
19.15%
-3.5%
Q2 2021$60,627,000
+6.8%
441,049
+2.1%
19.85%
-2.5%
Q1 2021$56,793,000
+12.0%
432,015
+1.4%
20.35%
+7.0%
Q4 2020$50,688,000
+14.6%
426,094
+0.7%
19.02%
+0.4%
Q3 2020$44,220,000
+5.5%
423,115
+0.5%
18.94%
-3.1%
Q2 2020$41,917,000
+8.6%
420,901
-2.8%
19.54%
-9.5%
Q1 2020$38,584,000
-29.8%
433,232
-5.6%
21.59%
-15.2%
Q4 2019$54,980,000
+13.2%
458,742
+5.5%
25.45%
+4.9%
Q3 2019$48,555,000
+1.8%
434,945
+1.2%
24.26%
-0.9%
Q2 2019$47,688,000
+6.7%
429,740
+3.5%
24.47%
-0.9%
Q1 2019$44,679,000
+15.0%
415,087
+4.7%
24.68%
+2.0%
Q4 2018$38,848,000
-9.6%
396,552
+2.1%
24.20%
+4.4%
Q3 2018$42,989,000
+7.3%
388,442
+0.7%
23.18%
-1.5%
Q2 2018$40,055,000
+2.5%
385,832
+1.8%
23.54%
+1.0%
Q1 2018$39,094,000378,90223.30%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2024
NameSharesValueWeighting ↓
Trustees of Dartmouth College 1,440,950$215,422,02554.61%
Permanens Capital L.P. 1,500,127$224,268,98743.69%
Employees' Retirement Fund of the City of Fort Worth 928,774$138,851,71327.84%
Pacific Life Fund Advisors LLC 1,859,768$278,035,31627.82%
Chaney Capital Management, Inc. 199,764$29,864,71826.57%
Safeguard Financial, LLC 453,736$67,816,46625.68%
Chan Zuckerberg Initiative, LLC 599,163$89,574,86924.91%
GOLDEN ROAD ADVISORS LLC 169,094$25,279,62224.18%
MAINSAIL ASSET MANAGEMENT, LLC 173,575$25,949,39424.14%
Arbor Wealth Advisors LLC 156,643$23,418,11924.08%
View complete list of VANGUARD INDEX FDS shareholders