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 2023 | $10,636,817 | +6.1% | 77,118 | +9.3% | 3.13% | +8.1% |
Q2 2023 | $10,023,794 | +13.8% | 70,540 | +10.6% | 2.90% | +5.8% |
Q1 2023 | $8,811,815 | +16.9% | 63,803 | +18.8% | 2.74% | +7.4% |
Q4 2022 | $7,537,781 | +34.3% | 53,699 | +18.1% | 2.55% | +18.2% |
Q3 2022 | $5,612,000 | +4.0% | 45,452 | +11.1% | 2.16% | +3.1% |
Q2 2022 | $5,394,000 | -6.6% | 40,898 | +4.6% | 2.09% | +8.0% |
Q1 2022 | $5,778,000 | +15.9% | 39,100 | +15.3% | 1.94% | +17.7% |
Q4 2021 | $4,987,000 | +13.0% | 33,901 | +4.0% | 1.65% | +0.6% |
Q3 2021 | $4,412,000 | +8.2% | 32,593 | +9.9% | 1.64% | +4.4% |
Q2 2021 | $4,077,000 | +6.3% | 29,657 | +1.6% | 1.57% | -2.2% |
Q1 2021 | $3,837,000 | +21.8% | 29,187 | +10.2% | 1.60% | +10.9% |
Q4 2020 | $3,150,000 | +41.8% | 26,477 | +24.6% | 1.45% | +27.3% |
Q3 2020 | $2,222,000 | +36.8% | 21,258 | +30.4% | 1.14% | +23.1% |
Q2 2020 | $1,624,000 | +158.2% | 16,303 | +131.0% | 0.92% | +90.1% |
Q1 2020 | $629,000 | – | 7,058 | – | 0.49% | – |
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% |