VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,744 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,286,393 | -11.5% | 45,577 | -8.9% | 1.64% | -12.3% |
| Q2 2023 | $7,105,491 | -1.2% | 50,003 | -4.0% | 1.87% | -6.8% |
| Q1 2023 | $7,194,318 | -6.5% | 52,091 | -5.0% | 2.01% | -10.2% |
| Q4 2022 | $7,698,172 | +7.2% | 54,842 | -5.7% | 2.24% | +4.9% |
| Q3 2022 | $7,180,000 | -8.0% | 58,148 | -1.8% | 2.14% | -8.5% |
| Q2 2022 | $7,805,000 | -13.2% | 59,186 | -2.7% | 2.33% | -1.7% |
| Q1 2022 | $8,990,000 | +1.8% | 60,837 | +1.3% | 2.37% | +2.5% |
| Q4 2021 | $8,833,000 | +11.4% | 60,042 | +2.5% | 2.32% | +0.7% |
| Q3 2021 | $7,931,000 | -0.9% | 58,586 | +0.6% | 2.30% | +3.6% |
| Q2 2021 | $8,005,000 | +8.3% | 58,234 | +3.6% | 2.22% | +10.0% |
| Q1 2021 | $7,389,000 | +8.1% | 56,211 | -2.1% | 2.02% | +0.0% |
| Q4 2020 | $6,833,000 | +13.5% | 57,443 | -0.3% | 2.02% | +4.6% |
| Q3 2020 | $6,021,000 | – | 57,636 | – | 1.93% | – |
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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% |