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 | $633,099 | -3.7% | 4,590 | -0.8% | 0.21% | +0.5% |
| Q2 2023 | $657,213 | -3.2% | 4,625 | -6.0% | 0.21% | -15.3% |
| Q1 2023 | $679,225 | -0.7% | 4,918 | +1.0% | 0.25% | -9.2% |
| Q4 2022 | $683,742 | +46.1% | 4,871 | +28.5% | 0.27% | +42.2% |
| Q3 2022 | $468,000 | +70.2% | 3,791 | +81.9% | 0.19% | +76.1% |
| Q2 2022 | $275,000 | +8.3% | 2,084 | +21.0% | 0.11% | +26.7% |
| Q1 2022 | $254,000 | +0.4% | 1,722 | +0.1% | 0.09% | +3.6% |
| Q4 2021 | $253,000 | +15.0% | 1,721 | +5.8% | 0.08% | +3.8% |
| Q3 2021 | $220,000 | +0.9% | 1,626 | +2.6% | 0.08% | -15.8% |
| Q2 2021 | $218,000 | +4.8% | 1,585 | 0.0% | 0.10% | +3.3% |
| Q1 2021 | $208,000 | – | 1,585 | – | 0.09% | – |
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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% |