VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,744 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $252,548 | +3.6% | 1,777 | +0.6% | 0.06% | 0.0% |
| Q1 2023 | $243,856 | +13.4% | 1,766 | +1.4% | 0.06% | -11.3% |
| Q4 2022 | $215,119 | +0.1% | 1,742 | 0.0% | 0.06% | 0.0% |
| Q3 2022 | $215,000 | -5.7% | 1,742 | +0.6% | 0.06% | 0.0% |
| Q2 2022 | $228,000 | -10.6% | 1,732 | +0.5% | 0.06% | +3.3% |
| Q1 2022 | $255,000 | -5.2% | 1,723 | -5.6% | 0.06% | 0.0% |
| Q4 2021 | $269,000 | -15.4% | 1,826 | -22.3% | 0.06% | -22.1% |
| Q3 2021 | $318,000 | -11.9% | 2,351 | -10.5% | 0.08% | -10.5% |
| Q2 2021 | $361,000 | +29.9% | 2,627 | +24.1% | 0.09% | +19.4% |
| Q1 2021 | $278,000 | -6.1% | 2,117 | -14.8% | 0.07% | -11.1% |
| Q4 2020 | $296,000 | +5.3% | 2,485 | -7.4% | 0.08% | -1.2% |
| Q3 2020 | $281,000 | -13.0% | 2,685 | -16.9% | 0.08% | -18.0% |
| Q2 2020 | $323,000 | -15.7% | 3,231 | -25.0% | 0.10% | -16.0% |
| Q1 2020 | $383,000 | -97.1% | 4,306 | -96.1% | 0.12% | -97.0% |
| Q4 2019 | $13,184,000 | -3.3% | 110,012 | -9.9% | 3.94% | -14.3% |
| Q3 2019 | $13,634,000 | -8.0% | 122,144 | -8.6% | 4.60% | -15.9% |
| Q2 2019 | $14,817,000 | -7.2% | 133,579 | -9.9% | 5.47% | -22.1% |
| Q1 2019 | $15,964,000 | -3.1% | 148,321 | -11.8% | 7.03% | -26.2% |
| Q4 2018 | $16,476,000 | – | 168,206 | – | 9.52% | – |
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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% |