VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,612 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.54 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $207,585 | +5.1% | 1,505 | +8.3% | 0.10% | +5.2% |
| Q2 2023 | $197,519 | -23.6% | 1,390 | -25.7% | 0.10% | -24.8% |
| Q1 2023 | $258,542 | +100110.1% | 1,872 | +1.7% | 0.13% | -7.2% |
| Q4 2022 | $258 | -99.6% | 1,840 | +288.2% | 0.14% | +63.5% |
| Q3 2022 | $59,000 | -76.1% | 474 | -74.7% | 0.08% | -39.7% |
| Q2 2022 | $247,000 | -10.8% | 1,874 | 0.0% | 0.14% | -7.2% |
| Q1 2022 | $277,000 | -22.8% | 1,874 | -23.2% | 0.15% | -24.8% |
| Q4 2021 | $359,000 | +8.8% | 2,439 | 0.0% | 0.20% | -1.5% |
| Q3 2021 | $330,000 | -1.5% | 2,439 | 0.0% | 0.20% | -7.2% |
| Q2 2021 | $335,000 | +6.0% | 2,439 | +1.4% | 0.22% | -6.8% |
| Q1 2021 | $316,000 | +7.1% | 2,405 | -3.0% | 0.24% | +0.4% |
| Q4 2020 | $295,000 | – | 2,480 | – | 0.24% | – |
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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% |