VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,023 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.72 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,551,021 | +3.0% | 54,745 | +6.2% | 2.32% | +7.1% |
| Q2 2023 | $7,327,887 | +3.3% | 51,569 | +0.4% | 2.17% | -6.9% |
| Q1 2023 | $7,093,689 | +0.9% | 51,363 | +2.5% | 2.33% | -8.4% |
| Q4 2022 | $7,031,360 | +31.2% | 50,092 | +15.4% | 2.54% | +17.7% |
| Q3 2022 | $5,361,000 | +3.2% | 43,412 | +10.2% | 2.16% | +5.5% |
| Q2 2022 | $5,197,000 | -8.1% | 39,404 | +3.0% | 2.05% | +14.7% |
| Q1 2022 | $5,652,000 | +5.5% | 38,246 | +5.1% | 1.78% | -1.1% |
| Q4 2021 | $5,355,000 | +28.5% | 36,404 | +18.2% | 1.80% | -9.9% |
| Q3 2021 | $4,168,000 | -17.7% | 30,787 | -16.4% | 2.00% | +1.2% |
| Q2 2021 | $5,064,000 | +5.1% | 36,836 | +0.5% | 1.98% | -3.3% |
| Q1 2021 | $4,820,000 | +7.1% | 36,663 | -3.1% | 2.04% | -1.0% |
| Q4 2020 | $4,500,000 | +12.2% | 37,826 | -1.4% | 2.06% | -8.1% |
| Q3 2020 | $4,010,000 | -0.7% | 38,372 | -5.4% | 2.25% | -14.8% |
| Q2 2020 | $4,040,000 | +4.0% | 40,566 | -8.2% | 2.64% | -10.6% |
| Q1 2020 | $3,885,000 | -18.1% | 44,171 | +11.6% | 2.95% | -14.2% |
| Q4 2019 | $4,744,000 | -0.8% | 39,586 | -7.6% | 3.44% | -2.5% |
| Q3 2019 | $4,780,000 | +9.5% | 42,826 | +8.9% | 3.52% | -5.2% |
| Q2 2019 | $4,364,000 | -0.5% | 39,340 | -3.5% | 3.72% | -5.2% |
| Q1 2019 | $4,387,000 | +2.1% | 40,764 | -8.0% | 3.92% | +16.0% |
| Q4 2018 | $4,296,000 | – | 44,295 | – | 3.38% | – |
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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% |