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 | $2,050,930 | -3.0% | 14,869 | -0.1% | 1.60% | -0.1% |
| Q2 2023 | $2,114,498 | -3.6% | 14,880 | -6.3% | 1.60% | -8.6% |
| Q1 2023 | $2,192,545 | -2.5% | 15,875 | -0.9% | 1.75% | -6.2% |
| Q4 2022 | $2,249,479 | +17.8% | 16,025 | +3.7% | 1.86% | +0.7% |
| Q3 2022 | $1,909,000 | -8.2% | 15,459 | -2.0% | 1.85% | -1.5% |
| Q2 2022 | $2,080,000 | -6.0% | 15,775 | +5.4% | 1.88% | +1.7% |
| Q1 2022 | $2,212,000 | +3.7% | 14,969 | +3.2% | 1.85% | +8.5% |
| Q4 2021 | $2,133,000 | +8.7% | 14,499 | 0.0% | 1.70% | +2.7% |
| Q3 2021 | $1,963,000 | +1.6% | 14,499 | +3.2% | 1.66% | +1.8% |
| Q2 2021 | $1,932,000 | -7.4% | 14,053 | -11.4% | 1.63% | -12.9% |
| Q1 2021 | $2,086,000 | +25.1% | 15,867 | +13.3% | 1.87% | +31.3% |
| Q4 2020 | $1,667,000 | – | 14,010 | – | 1.42% | – |
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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% |