VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,779 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,025,221 | -2.0% | 7,433 | +1.0% | 0.35% | -0.3% |
| Q2 2023 | $1,045,985 | +2.9% | 7,361 | 0.0% | 0.35% | -6.5% |
| Q1 2023 | $1,016,615 | +112.3% | 7,361 | +89.8% | 0.37% | +64.2% |
| Q4 2022 | $478,844 | -0.0% | 3,878 | 0.0% | 0.23% | +0.4% |
| Q3 2022 | $479,000 | +28.8% | 3,878 | +38.7% | 0.22% | +11.9% |
| Q2 2022 | $372,000 | -9.9% | 2,795 | 0.0% | 0.20% | -2.0% |
| Q1 2022 | $413,000 | +1.5% | 2,795 | +1.0% | 0.20% | +0.5% |
| Q4 2021 | $407,000 | +8.5% | 2,767 | 0.0% | 0.20% | -3.8% |
| Q3 2021 | $375,000 | -2.3% | 2,767 | 0.0% | 0.21% | -1.4% |
| Q2 2021 | $384,000 | +22.3% | 2,767 | +16.0% | 0.22% | +3.9% |
| Q1 2021 | $314,000 | +25.6% | 2,386 | +13.3% | 0.21% | +11.3% |
| Q4 2020 | $250,000 | +17.9% | 2,105 | +3.5% | 0.19% | -14.3% |
| Q3 2020 | $212,000 | +6.0% | 2,033 | 0.0% | 0.22% | -5.2% |
| Q2 2020 | $200,000 | +9.9% | 2,033 | +1.5% | 0.23% | +22.5% |
| Q1 2020 | $182,000 | -23.2% | 2,002 | +1.4% | 0.19% | -15.8% |
| Q4 2019 | $237,000 | – | 1,974 | – | 0.22% | – |
Download | ||||||
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% |