VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,332 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $693,415 | +2.1% | 5,016 | +4.6% | 0.18% | +2.2% |
| Q2 2023 | $679,292 | -4.1% | 4,795 | -6.8% | 0.18% | -9.5% |
| Q1 2023 | $708,290 | +7.4% | 5,147 | +9.6% | 0.20% | +1.0% |
| Q4 2022 | $659,574 | +18.0% | 4,695 | +4.1% | 0.20% | +9.4% |
| Q3 2022 | $559,000 | +47.1% | 4,508 | +56.5% | 0.18% | +51.3% |
| Q2 2022 | $380,000 | +55.7% | 2,880 | +60.0% | 0.12% | -0.8% |
| Q3 2021 | $244,000 | +2.5% | 1,800 | +4.2% | 0.12% | +37.9% |
| Q2 2021 | $238,000 | -7.0% | 1,727 | -11.2% | 0.09% | -12.1% |
| Q1 2021 | $256,000 | – | 1,945 | – | 0.10% | – |
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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% |