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 | $542,622 | -22.3% | 3,934 | -19.9% | 0.27% | -19.9% |
| Q2 2023 | $697,941 | -26.2% | 4,912 | -28.2% | 0.34% | -32.1% |
| Q1 2023 | $945,145 | -1.4% | 6,843 | +0.2% | 0.50% | -9.2% |
| Q4 2022 | $958,243 | +40.7% | 6,827 | +23.7% | 0.55% | +38.2% |
| Q3 2022 | $681,000 | +81.6% | 5,517 | +94.1% | 0.40% | +71.7% |
| Q2 2022 | $375,000 | +151.7% | 2,842 | +182.8% | 0.23% | +219.2% |
| Q1 2022 | $149,000 | +40.6% | 1,005 | +39.0% | 0.07% | +46.0% |
| Q4 2021 | $106,000 | +49.3% | 723 | +37.5% | 0.05% | +13.6% |
| Q3 2021 | $71,000 | +18.3% | 526 | +20.6% | 0.04% | +18.9% |
| Q2 2021 | $60,000 | +50.0% | 436 | +44.4% | 0.04% | +27.6% |
| Q1 2021 | $40,000 | +11.1% | 302 | 0.0% | 0.03% | -3.3% |
| Q4 2020 | $36,000 | +12.5% | 302 | 0.0% | 0.03% | -6.2% |
| Q3 2020 | $32,000 | – | 302 | – | 0.03% | – |
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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% |