VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,622 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.91 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $613,657 | -2.9% | 4,449 | 0.0% | 0.27% | +7.6% |
| Q2 2023 | $632,180 | +28.5% | 4,449 | +24.9% | 0.25% | +1.2% |
| Q1 2023 | $492,143 | -21.4% | 3,562 | -20.2% | 0.25% | -14.6% |
| Q4 2022 | $626,389 | +13.7% | 4,462 | 0.0% | 0.29% | +2.9% |
| Q3 2022 | $551,000 | -45.8% | 4,462 | -42.1% | 0.28% | -45.7% |
| Q2 2022 | $1,017,000 | +49.3% | 7,708 | +67.2% | 0.52% | +70.3% |
| Q1 2022 | $681,000 | -6.3% | 4,610 | -6.7% | 0.30% | +3.4% |
| Q4 2021 | $727,000 | +8.2% | 4,940 | -0.6% | 0.29% | -6.7% |
| Q3 2021 | $672,000 | -4.0% | 4,972 | -2.3% | 0.31% | -1.3% |
| Q2 2021 | $700,000 | +45.2% | 5,087 | +45.9% | 0.32% | +34.2% |
| Q1 2021 | $482,000 | +46.5% | 3,487 | +25.5% | 0.24% | +27.4% |
| Q4 2020 | $329,000 | +13.1% | 2,779 | 0.0% | 0.19% | +6.9% |
| Q3 2020 | $291,000 | – | 2,779 | – | 0.17% | – |
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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% |