VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,780 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.36 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234,481 | -28.2% | 1,700 | -26.1% | 0.10% | -31.8% |
| Q2 2023 | $326,802 | +57.7% | 2,300 | +53.3% | 0.15% | +36.0% |
| Q1 2023 | $207,165 | -50.8% | 1,500 | -50.0% | 0.11% | -50.7% |
| Q4 2022 | $421,110 | +13.8% | 3,000 | 0.0% | 0.22% | +17.2% |
| Q3 2022 | $370,000 | -29.9% | 3,000 | -25.0% | 0.19% | -19.7% |
| Q2 2022 | $528,000 | -16.2% | 4,000 | -6.1% | 0.24% | +1.7% |
| Q1 2022 | $630,000 | -15.9% | 4,260 | -16.3% | 0.24% | -5.2% |
| Q4 2021 | $749,000 | +8.7% | 5,091 | 0.0% | 0.25% | +3.8% |
| Q3 2021 | $689,000 | +51.1% | 5,091 | +16.7% | 0.24% | -7.0% |
| Q3 2020 | $456,000 | -14.3% | 4,363 | -18.3% | 0.26% | -13.5% |
| Q2 2020 | $532,000 | +11.8% | 5,343 | 0.0% | 0.30% | -33.4% |
| Q1 2020 | $476,000 | -79.8% | 5,343 | -72.8% | 0.45% | -70.6% |
| Q4 2019 | $2,352,000 | – | 19,625 | – | 1.52% | – |
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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% |