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 | $659,581 | -2.9% | 4,782 | 0.0% | 0.30% | -0.7% |
| Q2 2023 | $679,522 | +2.9% | 4,782 | 0.0% | 0.30% | -1.0% |
| Q1 2023 | $660,442 | -4.9% | 4,782 | -3.3% | 0.30% | -14.4% |
| Q4 2022 | $694,410 | +13.7% | 4,947 | 0.0% | 0.35% | +0.9% |
| Q3 2022 | $611,000 | -6.3% | 4,947 | 0.0% | 0.35% | -3.8% |
| Q2 2022 | $652,000 | -10.8% | 4,947 | 0.0% | 0.36% | +2.8% |
| Q1 2022 | $731,000 | -8.3% | 4,947 | -8.7% | 0.36% | -7.6% |
| Q4 2021 | $797,000 | +45.7% | 5,417 | +34.0% | 0.38% | +29.3% |
| Q3 2021 | $547,000 | -1.6% | 4,043 | 0.0% | 0.30% | -5.1% |
| Q2 2021 | $556,000 | +4.7% | 4,043 | 0.0% | 0.31% | -4.0% |
| Q1 2021 | $531,000 | +51.7% | 4,043 | +37.4% | 0.33% | +49.5% |
| Q4 2020 | $350,000 | +27.3% | 2,943 | +11.9% | 0.22% | +38.0% |
| Q3 2020 | $275,000 | +10.0% | 2,631 | +4.8% | 0.16% | +8.2% |
| Q2 2020 | $250,000 | +11.6% | 2,511 | 0.0% | 0.15% | 0.0% |
| Q1 2020 | $224,000 | -26.1% | 2,511 | -7.6% | 0.15% | -9.9% |
| Q4 2019 | $303,000 | +6.7% | 2,718 | +8.2% | 0.16% | +8.0% |
| Q3 2019 | $284,000 | +1.8% | 2,511 | 0.0% | 0.15% | -1.3% |
| Q2 2019 | $279,000 | -12.3% | 2,511 | -13.4% | 0.15% | +68.9% |
| Q1 2019 | $318,000 | – | 2,901 | – | 0.09% | – |
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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% |