VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,207 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 1.06 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,835,336 | +4.3% | 13,306 | +7.5% | 0.07% | +3.0% |
| Q2 2023 | $1,759,198 | -3.3% | 12,380 | -6.0% | 0.07% | -12.0% |
| Q1 2023 | $1,819,233 | -14.6% | 13,172 | -13.2% | 0.08% | -21.9% |
| Q4 2022 | $2,130,023 | +576.2% | 15,174 | +553.2% | 0.10% | +100.0% |
| Q3 2021 | $315,000 | +34.6% | 2,323 | +36.6% | 0.05% | +11.6% |
| Q2 2021 | $234,000 | +4.9% | 1,700 | 0.0% | 0.04% | -21.8% |
| Q1 2021 | $223,000 | +7.2% | 1,700 | -2.9% | 0.06% | -19.1% |
| Q4 2020 | $208,000 | – | 1,751 | – | 0.07% | – |
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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% |