VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,551 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.60 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $490,392 | +66.2% | 3,555 | +71.2% | 0.06% | +69.4% |
| Q2 2023 | $295,148 | +14.0% | 2,077 | +10.8% | 0.04% | -2.7% |
| Q1 2023 | $258,881 | -2.3% | 1,874 | -0.7% | 0.04% | 0.0% |
| Q4 2022 | $264,889 | -1.9% | 1,887 | -13.9% | 0.04% | -22.9% |
| Q3 2022 | $270,000 | +16.9% | 2,191 | +24.9% | 0.05% | +20.0% |
| Q2 2022 | $231,000 | -21.4% | 1,754 | -11.9% | 0.04% | +5.3% |
| Q1 2022 | $294,000 | +4.6% | 1,992 | +4.1% | 0.04% | +15.2% |
| Q4 2021 | $281,000 | +4.5% | 1,913 | -3.8% | 0.03% | -10.8% |
| Q3 2021 | $269,000 | +1.1% | 1,989 | +3.6% | 0.04% | 0.0% |
| Q2 2021 | $266,000 | -47.1% | 1,919 | -54.3% | 0.04% | -72.4% |
| Q4 2019 | $503,000 | +2.0% | 4,202 | -5.0% | 0.13% | -13.0% |
| Q3 2019 | $493,000 | +36.6% | 4,423 | +36.6% | 0.15% | +31.6% |
| Q2 2019 | $361,000 | +68.7% | 3,239 | +41.3% | 0.12% | -17.6% |
| Q4 2016 | $214,000 | +7.0% | 2,293 | -4.5% | 0.14% | -15.0% |
| Q2 2015 | $200,000 | – | 2,400 | – | 0.17% | – |
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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% |