VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,316 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.45 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $647,787 | -2.9% | 4,696 | +0.1% | 0.15% | -3.3% |
| Q2 2023 | $666,931 | +3.1% | 4,693 | +0.2% | 0.15% | -7.3% |
| Q1 2023 | $647,090 | +9.9% | 4,685 | +11.7% | 0.16% | -14.1% |
| Q4 2022 | $588,748 | +28.5% | 4,194 | +13.2% | 0.19% | +24.0% |
| Q3 2022 | $458,000 | -1.7% | 3,705 | +4.9% | 0.15% | +2.0% |
| Q2 2022 | $466,000 | -2.5% | 3,531 | +9.1% | 0.15% | +7.9% |
| Q1 2022 | $478,000 | +12.2% | 3,236 | +11.8% | 0.14% | +13.8% |
| Q4 2021 | $426,000 | +27.2% | 2,895 | +16.9% | 0.12% | +11.8% |
| Q3 2021 | $335,000 | +1.2% | 2,476 | +3.0% | 0.11% | 0.0% |
| Q2 2021 | $331,000 | +4.7% | 2,405 | 0.0% | 0.11% | -12.0% |
| Q1 2021 | $316,000 | +54.9% | 2,405 | +40.2% | 0.12% | +25.0% |
| Q4 2020 | $204,000 | – | 1,715 | – | 0.10% | – |
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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% |