VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,316 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.45 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $669,508 | -20.7% | 4,854 | -18.3% | 0.49% | -11.6% |
| Q2 2023 | $843,917 | +3.1% | 5,939 | +0.2% | 0.55% | -9.8% |
| Q1 2023 | $818,594 | -6.6% | 5,927 | -5.1% | 0.61% | -11.7% |
| Q4 2022 | $876,723 | +12.7% | 6,246 | -0.9% | 0.69% | -0.6% |
| Q3 2022 | $778,000 | -11.5% | 6,301 | -5.4% | 0.70% | +6.7% |
| Q2 2022 | $879,000 | -11.7% | 6,663 | -1.1% | 0.65% | +1.9% |
| Q1 2022 | $996,000 | -5.6% | 6,739 | -6.0% | 0.64% | +2.6% |
| Q4 2021 | $1,055,000 | +9.1% | 7,169 | +2.0% | 0.62% | +3.5% |
| Q2 2021 | $967,000 | +3.2% | 7,031 | -1.4% | 0.60% | -15.6% |
| Q1 2021 | $937,000 | +4.9% | 7,129 | -5.0% | 0.72% | -4.5% |
| Q4 2020 | $893,000 | – | 7,506 | – | 0.75% | – |
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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% |