VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,551 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.60 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $301,557 | -3.3% | 2,208 | +0.6% | 0.10% | -2.8% |
| Q2 2023 | $311,697 | +2.5% | 2,194 | +1.3% | 0.11% | -1.9% |
| Q1 2023 | $304,030 | -3.4% | 2,166 | -3.4% | 0.11% | -12.9% |
| Q4 2022 | $314,838 | +18.8% | 2,243 | +4.3% | 0.12% | +11.7% |
| Q3 2022 | $265,000 | -6.7% | 2,150 | 0.0% | 0.11% | -4.3% |
| Q2 2022 | $284,000 | -42.3% | 2,150 | -35.4% | 0.12% | -33.3% |
| Q1 2022 | $492,000 | +0.4% | 3,330 | 0.0% | 0.17% | +15.2% |
| Q4 2021 | $490,000 | +8.6% | 3,330 | 0.0% | 0.15% | +4.1% |
| Q3 2021 | $451,000 | -1.5% | 3,330 | 0.0% | 0.14% | -2.7% |
| Q2 2021 | $458,000 | +4.6% | 3,330 | 0.0% | 0.15% | -3.9% |
| Q1 2021 | $438,000 | +10.6% | 3,330 | 0.0% | 0.16% | +2.0% |
| Q4 2020 | $396,000 | – | 3,330 | – | 0.15% | – |
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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% |