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 | $98,136,643 | -12.0% | 711,496 | -9.4% | 10.57% | -3.5% |
| Q2 2023 | $111,549,779 | +14.9% | 785,009 | +11.7% | 10.95% | +4.2% |
| Q1 2023 | $97,095,197 | -1.0% | 703,028 | +0.6% | 10.51% | -5.9% |
| Q4 2022 | $98,119,472 | +10.8% | 699,006 | -2.5% | 11.17% | +5.6% |
| Q3 2022 | $88,548,000 | -1.9% | 717,106 | +4.7% | 10.58% | +1.2% |
| Q2 2022 | $90,230,000 | -15.9% | 684,908 | -5.7% | 10.45% | -2.9% |
| Q1 2022 | $107,288,000 | +1.2% | 725,997 | +0.7% | 10.77% | +5.9% |
| Q4 2021 | $106,065,000 | +9.6% | 720,993 | +0.9% | 10.16% | +1.6% |
| Q3 2021 | $96,750,000 | -0.5% | 714,705 | +1.0% | 10.00% | -0.5% |
| Q2 2021 | $97,250,000 | -14.5% | 707,477 | -18.2% | 10.05% | -9.6% |
| Q1 2021 | $113,703,000 | +52.1% | 864,923 | +37.6% | 11.12% | +27.5% |
| Q4 2020 | $74,777,000 | +15.1% | 628,590 | +1.1% | 8.72% | -2.3% |
| Q3 2020 | $64,987,000 | +13.3% | 621,827 | +8.6% | 8.92% | +2.6% |
| Q2 2020 | $57,355,000 | +27.9% | 572,460 | +13.7% | 8.70% | -4.8% |
| Q1 2020 | $44,852,000 | -40.2% | 503,614 | -19.5% | 9.13% | -11.5% |
| Q4 2019 | $75,007,000 | +989.9% | 625,840 | +790.8% | 10.32% | +675.1% |
| Q4 2018 | $6,882,000 | – | 70,258 | – | 1.33% | – |
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% |