VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,779 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $219,998 | -4.3% | 1,595 | -1.4% | 0.08% | -8.7% |
| Q2 2023 | $229,918 | +5.0% | 1,618 | +2.0% | 0.09% | 0.0% |
| Q1 2023 | $219,042 | -61.7% | 1,586 | -61.1% | 0.09% | -61.0% |
| Q4 2022 | $572,569 | +23.9% | 4,079 | +8.9% | 0.24% | +13.5% |
| Q3 2022 | $462,000 | -3.3% | 3,744 | +3.3% | 0.21% | -0.5% |
| Q2 2022 | $478,000 | -13.2% | 3,626 | -6.0% | 0.21% | -9.9% |
| Q1 2022 | $551,000 | -20.0% | 3,857 | -17.6% | 0.23% | -15.6% |
| Q4 2021 | $689,000 | +8.2% | 4,682 | -0.4% | 0.28% | +1.9% |
| Q3 2021 | $637,000 | +0.5% | 4,703 | +2.0% | 0.27% | +0.4% |
| Q2 2021 | $634,000 | -17.1% | 4,609 | -20.8% | 0.27% | -20.4% |
| Q1 2021 | $765,000 | – | 5,818 | – | 0.34% | – |
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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% |