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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $54,427,434 | -3.9% | 394,602 | -1.0% | 1.92% | -2.6% |
| Q2 2023 | $56,622,223 | +4.2% | 398,467 | +1.2% | 1.97% | -0.6% |
| Q1 2023 | $54,355,429 | -3.1% | 393,566 | -1.5% | 1.98% | -2.5% |
| Q4 2022 | $56,103,206 | +18.5% | 399,681 | +4.3% | 2.03% | +6.2% |
| Q3 2022 | $47,328,000 | +7.2% | 383,287 | +14.5% | 1.91% | +17.1% |
| Q2 2022 | $44,140,000 | -13.9% | 334,700 | -3.5% | 1.63% | -2.7% |
| Q1 2022 | $51,240,000 | +4.9% | 346,734 | +4.4% | 1.68% | +8.8% |
| Q4 2021 | $48,860,000 | +11.6% | 332,131 | +2.7% | 1.54% | -6.2% |
| Q3 2021 | $43,767,000 | +8.0% | 323,317 | +9.6% | 1.64% | +7.0% |
| Q2 2021 | $40,538,000 | +55.0% | 294,904 | +48.2% | 1.54% | +29.9% |
| Q1 2021 | $26,155,000 | +191.5% | 198,956 | +163.8% | 1.18% | +95.5% |
| Q4 2020 | $8,973,000 | +396.0% | 75,432 | +335.9% | 0.60% | +311.6% |
| Q3 2020 | $1,809,000 | +711.2% | 17,305 | +672.5% | 0.15% | +568.2% |
| Q2 2020 | $223,000 | -99.9% | 2,240 | 0.0% | 0.02% | -21.4% |
| Q1 2020 | $199,494,000 | -20.2% | 2,240 | 0.0% | 0.03% | -9.7% |
| Q3 2019 | $250,028,000 | – | 2,240 | – | 0.03% | – |
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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% |