VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,286 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.47 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,187,076 | +5.1% | 59,363 | +5.6% | 3.47% | +7.8% |
| Q2 2023 | $7,790,828 | +4.2% | 56,215 | +3.9% | 3.22% | -3.9% |
| Q1 2023 | $7,473,748 | +10.2% | 54,120 | +12.0% | 3.35% | -1.6% |
| Q4 2022 | $6,784,896 | -3.5% | 48,336 | -15.1% | 3.41% | -12.4% |
| Q3 2022 | $7,031,000 | +13.4% | 56,939 | +21.1% | 3.89% | +3.3% |
| Q2 2022 | $6,199,000 | -10.0% | 47,004 | +0.8% | 3.77% | -5.4% |
| Q1 2022 | $6,888,000 | +2.4% | 46,612 | +1.9% | 3.98% | -2.0% |
| Q4 2021 | $6,728,000 | +7.2% | 45,736 | -1.4% | 4.06% | -5.5% |
| Q3 2021 | $6,277,000 | -9.7% | 46,369 | -8.3% | 4.30% | -10.2% |
| Q2 2021 | $6,955,000 | +50.7% | 50,593 | +44.1% | 4.79% | +18.2% |
| Q1 2021 | $4,616,000 | +16.5% | 35,114 | +5.4% | 4.05% | +10.8% |
| Q4 2020 | $3,961,000 | – | 33,303 | – | 3.66% | – |
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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% |