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 | $1,366,551 | -9.4% | 9,908 | -6.6% | 0.19% | -10.7% |
| Q2 2023 | $1,507,608 | +3.4% | 10,609 | +0.5% | 0.21% | -6.1% |
| Q1 2023 | $1,457,953 | -1.2% | 10,556 | +0.4% | 0.23% | -17.4% |
| Q4 2022 | $1,475,655 | +16.2% | 10,513 | +2.2% | 0.28% | +15.5% |
| Q3 2022 | $1,270,000 | -24.2% | 10,288 | +37.2% | 0.24% | -27.1% |
| Q2 2022 | $1,675,000 | -3.7% | 7,500 | -38.4% | 0.33% | +21.5% |
| Q1 2022 | $1,739,000 | +65.6% | 12,167 | +3.2% | 0.27% | -18.2% |
| Q1 2020 | $1,050,000 | -17.1% | 11,794 | +11.5% | 0.33% | -20.3% |
| Q4 2019 | $1,267,000 | – | 10,573 | – | 0.41% | – |
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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% |