VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,744 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.25 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,492,361 | -1.2% | 11,057 | +7.8% | 0.61% | +9.3% |
| Q2 2023 | $1,509,984 | +111.1% | 10,259 | +99.8% | 0.56% | +86.4% |
| Q1 2023 | $715,357 | -26.0% | 5,134 | -25.1% | 0.30% | -25.5% |
| Q4 2022 | $966,499 | +3.4% | 6,854 | -0.9% | 0.40% | +1.5% |
| Q3 2022 | $935,000 | +13.3% | 6,915 | +10.6% | 0.40% | +19.9% |
| Q2 2022 | $825,000 | -65.6% | 6,253 | -63.0% | 0.33% | -62.1% |
| Q1 2022 | $2,401,000 | +233.0% | 16,911 | +245.0% | 0.88% | +238.2% |
| Q4 2021 | $721,000 | +51.2% | 4,902 | +39.1% | 0.26% | +32.8% |
| Q3 2021 | $477,000 | -2.5% | 3,523 | -0.9% | 0.20% | -11.0% |
| Q2 2021 | $489,000 | +50.0% | 3,556 | +45.8% | 0.22% | +15.3% |
| Q1 2021 | $326,000 | – | 2,439 | – | 0.19% | – |
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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% |