VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,207 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 1.06 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,526,913 | -4.2% | 11,070 | -1.3% | 0.18% | -2.7% |
| Q2 2023 | $1,593,396 | +5.0% | 11,213 | +2.0% | 0.18% | +4.0% |
| Q1 2023 | $1,517,580 | +0.2% | 10,988 | +1.9% | 0.18% | 0.0% |
| Q4 2022 | $1,514,267 | +15.9% | 10,788 | +2.0% | 0.18% | +5.4% |
| Q3 2022 | $1,306,000 | -6.0% | 10,580 | +0.4% | 0.17% | -1.2% |
| Q2 2022 | $1,389,000 | -5.8% | 10,535 | +5.6% | 0.17% | +5.0% |
| Q1 2022 | $1,474,000 | +9.8% | 9,975 | +9.3% | 0.16% | +18.5% |
| Q4 2021 | $1,343,000 | +134.8% | 9,130 | +116.1% | 0.14% | +18.4% |
| Q3 2021 | $572,000 | +36.8% | 4,225 | +38.9% | 0.11% | +37.3% |
| Q2 2021 | $418,000 | +13.3% | 3,042 | +8.5% | 0.08% | +6.4% |
| Q1 2021 | $369,000 | +21.4% | 2,803 | +9.6% | 0.08% | +14.7% |
| Q4 2020 | $304,000 | +50.5% | 2,558 | +32.2% | 0.07% | +33.3% |
| Q3 2020 | $202,000 | – | 1,935 | – | 0.05% | – |
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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% |