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 | $17,178,229 | -4.2% | 124,543 | -1.4% | 8.36% | -1.2% |
| Q2 2023 | $17,940,607 | +3.1% | 126,253 | +0.2% | 8.46% | -8.9% |
| Q1 2023 | $17,406,786 | -2.8% | 126,036 | -1.2% | 9.29% | -12.2% |
| Q4 2022 | $17,906,444 | +12.7% | 127,566 | -0.9% | 10.58% | +4.1% |
| Q3 2022 | $15,890,000 | -5.0% | 128,682 | +1.4% | 10.17% | -1.2% |
| Q2 2022 | $16,735,000 | -6.4% | 126,893 | +4.8% | 10.29% | +4.0% |
| Q1 2022 | $17,886,000 | -0.6% | 121,031 | -1.0% | 9.89% | +4.7% |
| Q4 2021 | $17,989,000 | +9.6% | 122,283 | +0.9% | 9.45% | +1.5% |
| Q3 2021 | $16,413,000 | +5.1% | 121,243 | +6.8% | 9.31% | +2.5% |
| Q2 2021 | $15,610,000 | +9.7% | 113,557 | +4.9% | 9.08% | +1.0% |
| Q1 2021 | $14,229,000 | +17.1% | 108,240 | +6.0% | 9.00% | +9.8% |
| Q4 2020 | $12,147,000 | – | 102,109 | – | 8.19% | – |
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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% |