VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,744 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,035,613 | -6.5% | 36,508 | -3.7% | 1.56% | -8.7% |
| Q2 2023 | $5,387,220 | +3.1% | 37,911 | +0.2% | 1.71% | +3.9% |
| Q1 2023 | $5,226,699 | -19.7% | 37,844 | -18.4% | 1.64% | -25.3% |
| Q4 2022 | $6,509,584 | +11.3% | 46,374 | -2.1% | 2.20% | -5.4% |
| Q3 2022 | $5,847,000 | -11.8% | 47,349 | -5.8% | 2.32% | -3.1% |
| Q2 2022 | $6,629,000 | -9.3% | 50,262 | +1.6% | 2.40% | +20.7% |
| Q1 2022 | $7,312,000 | +2.3% | 49,477 | +1.8% | 1.99% | +4.1% |
| Q4 2021 | $7,151,000 | -10.2% | 48,611 | -17.4% | 1.91% | -18.3% |
| Q3 2021 | $7,966,000 | -1.8% | 58,846 | -0.3% | 2.33% | -1.6% |
| Q2 2021 | $8,116,000 | +5.3% | 59,043 | +0.7% | 2.37% | -10.8% |
| Q1 2021 | $7,708,000 | +8.0% | 58,632 | -2.2% | 2.66% | -1.0% |
| Q4 2020 | $7,134,000 | +20.5% | 59,971 | +5.9% | 2.69% | -3.0% |
| Q3 2020 | $5,919,000 | +13.0% | 56,640 | +7.7% | 2.77% | +11.6% |
| Q2 2020 | $5,238,000 | +55.7% | 52,599 | +39.2% | 2.48% | +24.7% |
| Q1 2020 | $3,365,000 | +19.9% | 37,781 | +61.4% | 1.99% | +71.3% |
| Q4 2019 | $2,806,000 | +105.4% | 23,413 | +91.4% | 1.16% | +65.3% |
| Q3 2019 | $1,366,000 | -61.6% | 12,235 | -61.9% | 0.70% | -61.4% |
| Q2 2019 | $3,559,000 | +3.7% | 32,084 | +0.6% | 1.82% | -0.4% |
| Q1 2019 | $3,432,000 | +10.2% | 31,887 | +0.3% | 1.83% | +9.7% |
| Q4 2018 | $3,115,000 | +243.8% | 31,794 | +288.4% | 1.67% | +279.1% |
| Q3 2018 | $906,000 | +6.6% | 8,186 | 0.0% | 0.44% | -1.1% |
| Q2 2018 | $850,000 | +0.1% | 8,186 | -0.5% | 0.44% | +32.4% |
| Q1 2018 | $849,000 | -9.6% | 8,224 | -12.6% | 0.34% | -17.6% |
| Q3 2017 | $939,000 | +3.4% | 9,407 | 0.0% | 0.41% | -0.2% |
| Q2 2017 | $908,000 | +0.7% | 9,407 | -0.5% | 0.41% | -0.7% |
| Q1 2017 | $902,000 | +2.6% | 9,453 | 0.0% | 0.41% | -1.9% |
| Q4 2016 | $879,000 | +8.4% | 9,453 | 0.0% | 0.42% | +1.4% |
| Q3 2016 | $811,000 | +1.0% | 9,453 | 0.0% | 0.41% | -9.0% |
| Q2 2016 | $803,000 | +7.5% | 9,453 | +3.3% | 0.46% | +5.8% |
| Q1 2016 | $747,000 | +9.7% | 9,152 | +1.8% | 0.43% | -19.9% |
| Q4 2015 | $681,000 | – | 8,988 | – | 0.54% | – |
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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% |