VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,332 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $914,890 | -3.0% | 6,633 | -0.1% | 0.62% | +2.8% |
| Q2 2023 | $943,173 | -5.8% | 6,637 | -8.4% | 0.60% | -9.2% |
| Q1 2023 | $1,000,794 | -6.1% | 7,246 | -4.6% | 0.66% | -10.5% |
| Q4 2022 | $1,065,736 | +13.7% | 7,592 | 0.0% | 0.74% | -2.4% |
| Q3 2022 | $937,000 | +6.0% | 7,592 | +13.1% | 0.76% | +13.3% |
| Q2 2022 | $884,000 | -11.2% | 6,710 | -0.3% | 0.67% | +5.2% |
| Q1 2022 | $995,000 | -21.9% | 6,733 | -22.2% | 0.64% | -18.3% |
| Q4 2021 | $1,274,000 | +28.0% | 8,659 | +28.6% | 0.78% | +22.4% |
| Q1 2021 | $995,000 | – | 6,733 | – | 0.64% | – |
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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% |