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 | $939,881 | -1.4% | 6,814 | +1.6% | 0.40% | +1.5% |
| Q2 2023 | $952,998 | +2.7% | 6,707 | -0.2% | 0.39% | +0.5% |
| Q1 2023 | $928,080 | -0.1% | 6,720 | +1.6% | 0.39% | -4.2% |
| Q4 2022 | $928,735 | +5.2% | 6,616 | -7.4% | 0.41% | -2.9% |
| Q3 2022 | $883,000 | -13.5% | 7,148 | -7.7% | 0.42% | -12.0% |
| Q2 2022 | $1,021,000 | -20.4% | 7,745 | -11.1% | 0.48% | -17.4% |
| Q1 2022 | $1,282,000 | 0.0% | 8,715 | 0.0% | 0.58% | 0.0% |
| Q4 2021 | $1,282,000 | +21.6% | 8,715 | +11.9% | 0.58% | -3.0% |
| Q3 2021 | $1,054,000 | -2.4% | 7,788 | -0.9% | 0.59% | -5.9% |
| Q2 2021 | $1,080,000 | +7.9% | 7,860 | +5.2% | 0.63% | -3.1% |
| Q1 2021 | $1,001,000 | +370.0% | 7,472 | +328.4% | 0.65% | +255.2% |
| Q4 2020 | $213,000 | – | 1,744 | – | 0.18% | – |
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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% |