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 | $460,824 | -2.9% | 3,341 | 0.0% | 0.18% | +1.7% |
| Q2 2023 | $474,756 | +1.5% | 3,341 | +0.3% | 0.18% | -9.0% |
| Q4 2022 | $467,572 | +13.8% | 3,331 | 0.0% | 0.20% | +8.2% |
| Q3 2022 | $411,000 | -6.4% | 3,331 | 0.0% | 0.18% | -10.7% |
| Q2 2022 | $439,000 | -9.7% | 3,331 | +1.2% | 0.21% | +4.6% |
| Q1 2022 | $486,000 | +0.4% | 3,291 | 0.0% | 0.20% | +4.2% |
| Q4 2021 | $484,000 | +8.5% | 3,291 | 0.0% | 0.19% | +2.7% |
| Q3 2021 | $446,000 | +11.2% | 3,291 | +12.8% | 0.18% | +15.0% |
| Q2 2021 | $401,000 | -2.2% | 2,917 | -6.4% | 0.16% | -7.0% |
| Q1 2021 | $410,000 | +18.2% | 3,118 | +6.9% | 0.17% | +12.4% |
| Q4 2020 | $347,000 | – | 2,917 | – | 0.15% | – |
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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% |