VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,286 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.47 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,821,120 | -2.9% | 288,705 | +0.1% | 8.14% | -4.7% |
| Q2 2023 | $41,003,343 | +5.6% | 288,553 | +2.7% | 8.54% | -0.3% |
| Q1 2023 | $38,815,171 | +3.9% | 281,045 | +5.6% | 8.56% | -7.5% |
| Q4 2022 | $37,350,540 | +10.0% | 266,086 | -3.2% | 9.25% | -4.0% |
| Q3 2022 | $33,950,000 | -0.9% | 274,939 | +5.8% | 9.64% | -2.7% |
| Q2 2022 | $34,257,000 | -8.6% | 259,762 | +2.4% | 9.91% | -2.1% |
| Q1 2022 | $37,498,000 | +128.1% | 253,742 | +66.1% | 10.13% | -0.3% |
| Q4 2021 | $16,441,000 | -50.1% | 152,757 | -37.3% | 10.16% | -15.1% |
| Q3 2021 | $32,959,000 | +10.8% | 243,474 | +12.6% | 11.96% | +2.6% |
| Q2 2021 | $29,735,000 | +6.2% | 216,319 | +1.6% | 11.66% | -1.8% |
| Q1 2021 | $27,990,000 | +12.8% | 212,916 | +2.1% | 11.87% | +3.5% |
| Q4 2020 | $24,818,000 | +16.5% | 208,625 | +2.3% | 11.47% | +3.7% |
| Q3 2020 | $21,311,000 | +6.3% | 203,917 | +1.3% | 11.06% | -0.4% |
| Q2 2020 | $20,049,000 | +16.3% | 201,319 | +4.0% | 11.11% | -0.9% |
| Q1 2020 | $17,242,000 | -10.3% | 193,599 | +20.7% | 11.22% | +9.4% |
| Q4 2019 | $19,218,000 | +7.7% | 160,349 | +0.3% | 10.25% | +1.1% |
| Q3 2019 | $17,839,000 | +3.9% | 159,818 | +3.3% | 10.14% | -0.0% |
| Q2 2019 | $17,168,000 | +4.4% | 154,778 | +1.3% | 10.14% | -0.2% |
| Q1 2019 | $16,441,000 | +11.0% | 152,757 | +1.0% | 10.16% | -0.9% |
| Q4 2018 | $14,813,000 | – | 151,233 | – | 10.25% | – |
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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% |