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 | $7,538,725 | +11.7% | 54,657 | +15.1% | 4.19% | +11.3% |
| Q2 2023 | $6,747,433 | +17.0% | 47,485 | +13.7% | 3.76% | +9.1% |
| Q1 2023 | $5,766,767 | +35.6% | 41,756 | +37.9% | 3.45% | +25.7% |
| Q4 2022 | $4,251,424 | +38.1% | 30,288 | +21.5% | 2.74% | +27.2% |
| Q3 2022 | $3,078,000 | +20.0% | 24,924 | +28.2% | 2.16% | +18.1% |
| Q2 2022 | $2,564,000 | -39.2% | 19,445 | -31.9% | 1.83% | -38.2% |
| Q1 2022 | $4,219,000 | -0.4% | 28,533 | -0.9% | 2.96% | +2.0% |
| Q4 2021 | $4,238,000 | +8.9% | 28,806 | +0.2% | 2.90% | +106.6% |
| Q3 2021 | $3,892,000 | -1.1% | 28,755 | +0.0% | 1.40% | -13.3% |
| Q2 2021 | $3,935,000 | +15.6% | 28,742 | +11.0% | 1.62% | -13.3% |
| Q1 2021 | $3,403,000 | +27.8% | 25,896 | +15.7% | 1.87% | +9.8% |
| Q4 2020 | $2,663,000 | – | 22,390 | – | 1.70% | – |
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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% |