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 | $85,744,369 | -0.7% | 621,651 | +2.3% | 5.76% | +3.2% |
| Q2 2023 | $86,383,171 | -48.6% | 607,904 | -50.0% | 5.58% | -2.7% |
| Q1 2023 | $168,077,934 | +99.9% | 1,216,986 | +103.2% | 5.74% | -3.1% |
| Q4 2022 | $84,072,107 | +23.9% | 598,932 | +9.0% | 5.92% | +6.5% |
| Q3 2022 | $67,854,000 | -8.3% | 549,514 | +2.1% | 5.56% | +0.2% |
| Q2 2022 | $73,983,000 | +0.3% | 538,059 | +7.8% | 5.55% | +8.4% |
| Q1 2022 | $73,795,000 | +2.7% | 499,357 | +2.2% | 5.12% | +0.5% |
| Q4 2021 | $71,855,000 | +11.2% | 488,446 | +2.4% | 5.10% | +5.3% |
| Q3 2021 | $64,603,000 | -0.9% | 477,230 | +0.6% | 4.84% | -4.6% |
| Q2 2021 | $65,208,000 | +5.5% | 474,380 | +0.9% | 5.07% | -4.0% |
| Q1 2021 | $61,819,000 | +20.8% | 470,248 | +9.3% | 5.28% | +9.1% |
| Q4 2020 | $51,183,000 | +39.7% | 430,257 | +22.7% | 4.84% | +27.5% |
| Q3 2020 | $36,649,000 | +104.5% | 350,670 | +94.9% | 3.80% | +102.0% |
| Q2 2020 | $17,919,000 | +8.2% | 179,924 | -3.2% | 1.88% | -3.4% |
| Q1 2020 | $16,555,000 | -44.6% | 185,888 | -25.4% | 1.95% | -32.1% |
| Q4 2019 | $29,859,000 | +57.2% | 249,134 | +46.4% | 2.87% | +49.7% |
| Q3 2019 | $18,997,000 | +51.4% | 170,195 | +51.4% | 1.92% | +46.2% |
| Q2 2019 | $12,544,000 | +2.5% | 112,386 | -0.4% | 1.31% | +0.2% |
| Q1 2019 | $12,233,000 | +120.0% | 112,886 | +98.8% | 1.31% | +102.5% |
| Q4 2018 | $5,561,000 | – | 56,778 | – | 0.65% | – |
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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% |