VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,316 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.45 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $840,336 | -16.9% | 6,270 | -8.9% | 0.28% | -8.6% |
| Q2 2023 | $1,011,763 | -13.4% | 6,882 | -18.7% | 0.30% | -21.2% |
| Q1 2023 | $1,168,412 | -5.2% | 8,460 | -1.4% | 0.38% | -9.7% |
| Q4 2022 | $1,232,264 | -7.3% | 8,584 | -11.6% | 0.42% | -16.4% |
| Q3 2022 | $1,329,000 | +12.9% | 9,713 | +8.8% | 0.51% | +6.3% |
| Q2 2022 | $1,177,000 | -4.6% | 8,928 | +7.8% | 0.48% | +8.9% |
| Q1 2022 | $1,234,000 | +11.1% | 8,280 | +9.6% | 0.44% | -0.7% |
| Q4 2021 | $1,111,000 | +14.8% | 7,553 | +5.6% | 0.44% | -6.0% |
| Q3 2021 | $968,000 | +4.8% | 7,153 | +6.4% | 0.47% | +7.1% |
| Q2 2021 | $924,000 | +34.7% | 6,724 | +29.4% | 0.44% | +26.7% |
| Q1 2021 | $686,000 | +100.6% | 5,195 | +80.6% | 0.34% | +42.6% |
| Q4 2020 | $342,000 | – | 2,877 | – | 0.24% | – |
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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% |