VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,780 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.36 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $6,900,000 | -2.4% | 55,883 | +4.3% | 1.30% | +3.8% |
| Q2 2022 | $7,067,000 | -53.7% | 53,586 | -48.1% | 1.25% | -43.8% |
| Q1 2022 | $15,262,000 | +2640.0% | 103,273 | +2628.5% | 2.22% | +3074.3% |
| Q4 2021 | $557,000 | +40.3% | 3,785 | +28.9% | 0.07% | +25.0% |
| Q3 2021 | $397,000 | -17.3% | 2,936 | -16.0% | 0.06% | -21.1% |
| Q2 2021 | $480,000 | +76.5% | 3,495 | +68.8% | 0.07% | +44.9% |
| Q1 2021 | $272,000 | -83.0% | 2,070 | -88.5% | 0.05% | -90.6% |
| Q1 2020 | $1,596,000 | -28.8% | 17,925 | -4.1% | 0.52% | -11.2% |
| Q4 2019 | $2,240,000 | -0.4% | 18,687 | -7.2% | 0.59% | -9.9% |
| Q3 2019 | $2,248,000 | -16.3% | 20,137 | -16.8% | 0.66% | -23.0% |
| Q2 2019 | $2,685,000 | -2.5% | 24,207 | -5.4% | 0.85% | -13.1% |
| Q1 2019 | $2,754,000 | +4.6% | 25,591 | -4.9% | 0.98% | -22.1% |
| Q4 2018 | $2,634,000 | -39.4% | 26,896 | -31.5% | 1.26% | -16.0% |
| Q3 2018 | $4,348,000 | – | 39,280 | – | 1.50% | – |
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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% |