VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,779 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $217,240 | -19.2% | 1,575 | -16.8% | 0.04% | -12.5% |
| Q2 2023 | $268,995 | +23.7% | 1,893 | +20.2% | 0.04% | 0.0% |
| Q1 2023 | $217,523 | -1.6% | 1,575 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $221,083 | +6.3% | 1,575 | 0.0% | 0.04% | -9.1% |
| Q2 2022 | $208,000 | -10.7% | 1,575 | 0.0% | 0.04% | -2.2% |
| Q1 2022 | $233,000 | +0.4% | 1,575 | 0.0% | 0.04% | -47.1% |
| Q4 2021 | $232,000 | +8.9% | 1,575 | 0.0% | 0.08% | 0.0% |
| Q3 2021 | $213,000 | -1.4% | 1,575 | 0.0% | 0.08% | -3.4% |
| Q2 2021 | $216,000 | +4.3% | 1,575 | 0.0% | 0.09% | -3.3% |
| Q1 2021 | $207,000 | +17.6% | 1,575 | 0.0% | 0.09% | -23.5% |
| Q2 2019 | $176,000 | +1.7% | 1,575 | -1.4% | 0.12% | +112.5% |
| Q1 2019 | $173,000 | -38.0% | 1,597 | -43.9% | 0.06% | -73.6% |
| Q4 2018 | $279,000 | +59.4% | 2,848 | +80.8% | 0.21% | +146.5% |
| Q3 2018 | $175,000 | +6.7% | 1,575 | 0.0% | 0.09% | -30.1% |
| Q2 2018 | $164,000 | 0.0% | 1,575 | 0.0% | 0.12% | +1.7% |
| Q1 2018 | $164,000 | -1.8% | 1,575 | 0.0% | 0.12% | -25.8% |
| Q4 2017 | $167,000 | +6.4% | 1,575 | 0.0% | 0.16% | -6.9% |
| Q3 2017 | $157,000 | +3.3% | 1,575 | 0.0% | 0.18% | -9.8% |
| Q2 2017 | $152,000 | +1.3% | 1,575 | 0.0% | 0.19% | -4.4% |
| Q1 2017 | $150,000 | +2.7% | 1,575 | 0.0% | 0.20% | +2.0% |
| Q4 2016 | $146,000 | – | 1,575 | – | 0.20% | – |
Download | ||||||
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% |