VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,779 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $94,851 | -3.2% | 687,683 | -0.3% | 8.26% | +11.6% |
| Q2 2023 | $97,976 | +1.6% | 689,483 | -1.2% | 7.40% | -11.1% |
| Q1 2023 | $96,426 | -1.9% | 698,183 | -0.3% | 8.33% | -11.1% |
| Q4 2022 | $98,341 | -99.9% | 700,583 | +14.9% | 9.36% | +13.7% |
| Q3 2022 | $75,322,000 | -6.4% | 609,983 | 0.0% | 8.23% | +12.0% |
| Q2 2022 | $80,445,000 | -10.8% | 609,983 | 0.0% | 7.35% | +19.1% |
| Q1 2022 | $90,144,000 | +22.1% | 609,983 | +21.5% | 6.17% | +26.3% |
| Q4 2021 | $73,847,000 | +10.3% | 501,983 | +1.5% | 4.89% | -1.2% |
| Q3 2021 | $66,968,000 | -1.5% | 494,698 | 0.0% | 4.94% | +10.1% |
| Q2 2021 | $68,002,000 | – | 494,698 | – | 4.49% | – |
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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% |