VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,744 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $566,203 | -6.1% | 4,105 | 0.0% | 0.38% | +11.9% |
| Q2 2023 | $603,000 | +4.5% | 4,105 | 0.0% | 0.34% | +15.9% |
| Q1 2023 | $577,000 | +0.1% | 4,105 | 0.0% | 0.29% | +2.8% |
| Q4 2022 | $576,219 | +13.7% | 4,105 | 0.0% | 0.28% | +8.0% |
| Q3 2022 | $507,000 | -6.3% | 4,105 | 0.0% | 0.26% | -5.4% |
| Q2 2022 | $541,000 | -10.9% | 4,105 | 0.0% | 0.28% | +16.5% |
| Q1 2022 | $607,000 | +1.7% | 4,105 | 0.0% | 0.24% | +5.3% |
| Q4 2021 | $597,000 | +1.0% | 4,105 | -6.0% | 0.22% | -3.0% |
| Q3 2021 | $591,000 | -1.5% | 4,365 | 0.0% | 0.23% | 0.0% |
| Q2 2021 | $600,000 | +1.0% | 4,365 | 0.0% | 0.23% | +11.0% |
| Q1 2021 | $594,000 | +35.0% | 4,365 | +17.2% | 0.21% | +20.8% |
| Q4 2020 | $440,000 | – | 3,725 | – | 0.17% | – |
Download | ||||||
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% |