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 | $1,552,329 | -7.4% | 11,279 | -2.6% | 0.61% | -1.3% |
| Q2 2023 | $1,677,044 | +6.4% | 11,577 | +3.3% | 0.62% | -1.1% |
| Q1 2023 | $1,575,959 | +21.4% | 11,212 | +24.2% | 0.62% | -8.8% |
| Q4 2022 | $1,297,845 | +5.9% | 9,031 | +1.8% | 0.68% | -0.6% |
| Q3 2022 | $1,226,000 | +4.1% | 8,871 | +3.3% | 0.69% | +10.4% |
| Q2 2022 | $1,178,000 | -12.3% | 8,588 | -10.0% | 0.62% | -16.8% |
| Q1 2022 | $1,343,000 | +3.6% | 9,541 | +8.6% | 0.75% | -38.4% |
| Q4 2021 | $1,296,000 | +0.6% | 8,782 | -1.1% | 1.22% | +3.1% |
| Q3 2021 | $1,288,000 | -91.5% | 8,877 | -91.8% | 1.18% | -64.2% |
| Q2 2021 | $15,077,000 | +5.7% | 108,676 | +4.2% | 3.30% | -22.0% |
| Q1 2021 | $14,265,000 | +25.8% | 104,259 | +9.0% | 4.22% | +22.2% |
| Q4 2020 | $11,336,000 | +13.1% | 95,672 | +2.1% | 3.46% | -15.6% |
| Q3 2020 | $10,023,000 | – | 93,677 | – | 4.10% | – |
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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% |