VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,780 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.36 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $919,579 | -2.9% | 6,667 | 0.0% | 0.57% | -3.7% |
| Q2 2023 | $947,381 | +13.0% | 6,667 | +9.9% | 0.60% | +1.7% |
| Q1 2023 | $838,051 | -1.6% | 6,068 | +1.1% | 0.59% | -17.5% |
| Q4 2022 | $851,765 | +11.5% | 6,000 | 0.0% | 0.71% | +5.8% |
| Q3 2022 | $764,000 | -7.4% | 6,000 | 0.0% | 0.67% | -6.9% |
| Q2 2022 | $825,000 | -30.9% | 6,000 | -25.0% | 0.72% | -15.3% |
| Q1 2022 | $1,194,000 | +4.4% | 8,000 | 0.0% | 0.85% | +8.4% |
| Q4 2021 | $1,144,000 | +8.6% | 8,000 | +2.9% | 0.78% | +0.6% |
| Q3 2021 | $1,053,000 | +11.5% | 7,776 | +13.2% | 0.78% | +18.7% |
| Q2 2021 | $944,000 | +8.0% | 6,867 | +4.5% | 0.66% | +0.8% |
| Q1 2021 | $874,000 | -6.5% | 6,570 | -14.6% | 0.65% | -10.9% |
| Q4 2020 | $935,000 | – | 7,697 | – | 0.73% | – |
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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% |