VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,286 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.47 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,514,363 | +2.9% | 18,229 | +6.0% | 0.35% | -0.6% |
| Q2 2023 | $2,443,879 | +130.3% | 17,198 | +123.8% | 0.35% | +103.5% |
| Q1 2023 | $1,061,141 | -1.3% | 7,683 | +0.3% | 0.17% | -30.2% |
| Q4 2022 | $1,075,557 | +11.6% | 7,662 | -1.9% | 0.24% | -4.3% |
| Q3 2022 | $964,000 | -19.7% | 7,810 | -14.3% | 0.26% | +20.2% |
| Q2 2022 | $1,201,000 | +18.2% | 9,109 | +32.4% | 0.21% | +34.0% |
| Q1 2022 | $1,016,000 | -59.3% | 6,878 | -59.5% | 0.16% | -46.8% |
| Q4 2021 | $2,496,000 | +147.1% | 16,968 | +127.3% | 0.30% | +106.2% |
| Q3 2021 | $1,010,000 | -9.3% | 7,465 | -7.8% | 0.14% | -21.2% |
| Q2 2021 | $1,113,000 | +13.6% | 8,099 | +8.6% | 0.18% | -11.5% |
| Q1 2021 | $980,000 | +19.8% | 7,458 | +8.5% | 0.21% | -22.4% |
| Q4 2020 | $818,000 | – | 6,875 | – | 0.27% | – |
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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% |