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 | $5,504,339 | -5.1% | 39,907 | -2.3% | 2.28% | -5.0% |
| Q2 2023 | $5,802,335 | +3.2% | 40,833 | +0.3% | 2.40% | -3.4% |
| Q1 2023 | $5,621,478 | +10.2% | 40,703 | +12.0% | 2.48% | +2.2% |
| Q4 2022 | $5,099,151 | +966.8% | 36,327 | +839.2% | 2.43% | +884.2% |
| Q3 2022 | $478,000 | -6.5% | 3,868 | -0.3% | 0.25% | -2.8% |
| Q2 2022 | $511,000 | -3.8% | 3,878 | +7.9% | 0.25% | +12.9% |
| Q1 2022 | $531,000 | +30.8% | 3,593 | +30.3% | 0.22% | +32.4% |
| Q4 2021 | $406,000 | +4.6% | 2,758 | -3.8% | 0.17% | -5.0% |
| Q3 2021 | $388,000 | -2.0% | 2,868 | 0.0% | 0.18% | -2.7% |
| Q2 2021 | $396,000 | +9.7% | 2,868 | +4.6% | 0.18% | -0.5% |
| Q1 2021 | $361,000 | +10.7% | 2,743 | 0.0% | 0.18% | +3.4% |
| Q4 2020 | $326,000 | +4.8% | 2,743 | -7.9% | 0.18% | -9.1% |
| Q3 2020 | $311,000 | -13.1% | 2,978 | -17.1% | 0.20% | -21.5% |
| Q2 2020 | $358,000 | +11.9% | 3,593 | 0.0% | 0.25% | -10.0% |
| Q1 2020 | $320,000 | -30.3% | 3,593 | -7.3% | 0.28% | -16.0% |
| Q4 2019 | $459,000 | +7.2% | 3,875 | 0.0% | 0.33% | -7.0% |
| Q3 2019 | $428,000 | +25.9% | 3,875 | +27.5% | 0.36% | +24.4% |
| Q2 2019 | $340,000 | -6.3% | 3,040 | -9.8% | 0.29% | -18.9% |
| Q1 2019 | $363,000 | +10.0% | 3,370 | 0.0% | 0.35% | +2.3% |
| Q4 2018 | $330,000 | -6.2% | 3,370 | +0.7% | 0.35% | +5.5% |
| Q3 2018 | $352,000 | -5.6% | 3,348 | -6.7% | 0.33% | -4.7% |
| Q2 2018 | $373,000 | +16.2% | 3,589 | +15.4% | 0.34% | +8.2% |
| Q1 2018 | $321,000 | +32.1% | 3,109 | +36.1% | 0.32% | +21.4% |
| Q4 2017 | $243,000 | – | 2,284 | – | 0.26% | – |
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% |