VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,622 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.91 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $363,446 | -27.1% | 2,635 | -24.9% | 0.11% | -24.8% |
| Q2 2023 | $498,629 | +2.9% | 3,509 | 0.0% | 0.14% | -4.7% |
| Q1 2023 | $484,628 | -5.9% | 3,509 | -4.4% | 0.15% | -14.5% |
| Q4 2022 | $515,018 | +30.7% | 3,669 | +15.1% | 0.17% | +22.7% |
| Q3 2022 | $394,000 | +36.8% | 3,187 | +45.9% | 0.14% | +43.9% |
| Q2 2022 | $288,000 | -10.8% | 2,184 | 0.0% | 0.10% | +8.9% |
| Q1 2022 | $323,000 | +0.6% | 2,184 | 0.0% | 0.09% | +9.8% |
| Q4 2021 | $321,000 | +8.4% | 2,184 | 0.0% | 0.08% | +2.5% |
| Q3 2021 | $296,000 | -1.3% | 2,184 | -0.1% | 0.08% | 0.0% |
| Q2 2021 | $300,000 | +1.4% | 2,186 | 0.0% | 0.08% | -2.4% |
| Q1 2021 | $296,000 | – | 2,186 | – | 0.08% | – |
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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% |