VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,207 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 1.06 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,871,649 | +9.5% | 49,820 | +12.8% | 0.71% | +12.5% |
| Q2 2023 | $6,275,170 | +20.5% | 44,160 | +17.1% | 0.63% | +15.3% |
| Q1 2023 | $5,206,537 | -24.6% | 37,698 | -23.4% | 0.55% | -31.4% |
| Q4 2022 | $6,907,498 | +61.1% | 49,209 | +41.7% | 0.80% | +38.0% |
| Q3 2022 | $4,288,000 | -26.1% | 34,723 | -21.1% | 0.58% | -23.5% |
| Q2 2022 | $5,805,000 | -38.8% | 44,019 | -31.4% | 0.76% | -36.9% |
| Q1 2022 | $9,483,000 | -22.9% | 64,171 | -23.3% | 1.20% | -20.9% |
| Q4 2021 | $12,300,000 | +0.2% | 83,614 | -7.8% | 1.52% | -7.4% |
| Q3 2021 | $12,272,000 | +15.1% | 90,652 | +16.8% | 1.64% | +16.7% |
| Q2 2021 | $10,666,000 | +4.8% | 77,592 | +0.2% | 1.40% | -3.0% |
| Q1 2021 | $10,177,000 | +51.4% | 77,415 | +37.0% | 1.45% | +44.1% |
| Q4 2020 | $6,724,000 | +40.9% | 56,520 | +23.8% | 1.00% | +25.2% |
| Q3 2020 | $4,771,000 | -13.9% | 45,654 | -17.9% | 0.80% | -18.8% |
| Q2 2020 | $5,541,000 | +64.8% | 55,639 | +47.4% | 0.99% | +33.6% |
| Q1 2020 | $3,362,000 | -43.3% | 37,748 | -28.9% | 0.74% | -43.0% |
| Q4 2019 | $5,926,000 | -21.2% | 53,087 | -21.3% | 1.30% | -23.8% |
| Q3 2019 | $7,525,000 | -12.4% | 67,415 | -12.9% | 1.70% | -11.3% |
| Q2 2019 | $8,586,000 | -3.0% | 77,408 | -5.9% | 1.92% | -18.9% |
| Q1 2019 | $8,852,000 | +154.7% | 82,246 | +129.5% | 2.37% | +97.5% |
| Q4 2018 | $3,476,000 | – | 35,841 | – | 1.20% | – |
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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% |