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 | $778,063 | -9.9% | 5,641 | -7.2% | 0.12% | -8.8% |
| Q2 2023 | $863,400 | +2.8% | 6,076 | -0.1% | 0.14% | -3.5% |
| Q1 2023 | $839,985 | -0.0% | 6,082 | +1.6% | 0.14% | -6.6% |
| Q4 2022 | $840,114 | +6.7% | 5,985 | -6.1% | 0.15% | -1.9% |
| Q3 2022 | $787,000 | -3.8% | 6,372 | +2.8% | 0.15% | -6.1% |
| Q2 2022 | $818,000 | -9.0% | 6,200 | +1.9% | 0.16% | 0.0% |
| Q1 2022 | $899,000 | -9.3% | 6,086 | -9.7% | 0.16% | -6.8% |
| Q4 2021 | $991,000 | +5.1% | 6,738 | -3.2% | 0.18% | -2.8% |
| Q3 2021 | $943,000 | -3.2% | 6,963 | -1.8% | 0.18% | -4.7% |
| Q2 2021 | $974,000 | +4.5% | 7,088 | 0.0% | 0.19% | +3.3% |
| Q1 2021 | $932,000 | +8.5% | 7,088 | -1.8% | 0.18% | +5.1% |
| Q4 2020 | $859,000 | +9.8% | 7,219 | -3.5% | 0.18% | +1.7% |
| Q3 2020 | $782,000 | +5.8% | 7,482 | +0.8% | 0.17% | -1.1% |
| Q2 2020 | $739,000 | +11.6% | 7,420 | -0.2% | 0.17% | -4.9% |
| Q1 2020 | $662,000 | -20.0% | 7,432 | +7.7% | 0.18% | +38.6% |
| Q4 2019 | $827,000 | +8.7% | 6,903 | -2.3% | 0.13% | +63.0% |
| Q2 2019 | $761,000 | 0.0% | 7,066 | 0.0% | 0.08% | 0.0% |
| Q1 2019 | $761,000 | +19.3% | 7,066 | +8.5% | 0.08% | -59.1% |
| Q4 2018 | $638,000 | – | 6,513 | – | 0.20% | – |
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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% |