VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,780 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.36 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $53,676,578 | -1.0% | 389,158 | +2.0% | 16.07% | +5.3% |
| Q2 2023 | $54,214,622 | +2.5% | 381,524 | -0.4% | 15.27% | -0.2% |
| Q1 2023 | $52,889,190 | -0.7% | 382,950 | +1.0% | 15.30% | -6.9% |
| Q4 2022 | $53,245,675 | +28.1% | 379,324 | +12.7% | 16.43% | +12.4% |
| Q3 2022 | $41,558,000 | -2.0% | 336,560 | +4.6% | 14.62% | +0.7% |
| Q2 2022 | $42,422,000 | +0.2% | 321,670 | +12.3% | 14.52% | +5.4% |
| Q1 2022 | $42,320,000 | -4.4% | 286,372 | -4.9% | 13.78% | -4.9% |
| Q4 2021 | $44,286,000 | +11.4% | 301,040 | +2.5% | 14.50% | +4.1% |
| Q3 2021 | $39,769,000 | -2.2% | 293,780 | -0.7% | 13.93% | +0.1% |
| Q2 2021 | $40,676,000 | +7.5% | 295,913 | +2.8% | 13.92% | +1.7% |
| Q1 2021 | $37,838,000 | +11.2% | 287,825 | +0.6% | 13.69% | +6.5% |
| Q4 2020 | $34,021,000 | +7.8% | 285,985 | -5.3% | 12.86% | +5.0% |
| Q3 2020 | $31,562,000 | +4.9% | 301,997 | -0.0% | 12.25% | +7.3% |
| Q2 2020 | $30,086,000 | +6.0% | 302,100 | +1.4% | 11.41% | -2.3% |
| Q1 2020 | $28,384,000 | -8.5% | 297,838 | +15.1% | 11.69% | -14.1% |
| Q4 2019 | $31,005,000 | +7.6% | 258,700 | +0.3% | 13.60% | +2.4% |
| Q3 2019 | $28,802,000 | +0.3% | 258,034 | -0.4% | 13.29% | -2.2% |
| Q2 2019 | $28,722,000 | +10.8% | 258,942 | +7.6% | 13.59% | -51.6% |
| Q1 2019 | $25,911,000 | +34.1% | 240,745 | +22.1% | 28.04% | +8.6% |
| Q4 2018 | $19,318,000 | – | 197,228 | – | 25.82% | – |
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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% |