VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 557 filers reported holding VANGUARD INDEX FDS in Q1 2017. The put-call ratio across all filers is 1.01 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $311,515 | +3.6% | 2,259 | +6.7% | 0.09% | +8.2% |
| Q2 2023 | $300,755 | +2.9% | 2,117 | 0.0% | 0.08% | +1.2% |
| Q1 2023 | $292,310 | -1.6% | 2,117 | 0.0% | 0.08% | -3.4% |
| Q4 2022 | $297,093 | +12.5% | 2,117 | -1.2% | 0.09% | +8.8% |
| Q3 2022 | $264,000 | -7.0% | 2,142 | -0.5% | 0.08% | +3.9% |
| Q2 2022 | $284,000 | -11.0% | 2,152 | -0.2% | 0.08% | +6.9% |
| Q1 2022 | $319,000 | +105.8% | 2,157 | +32.7% | 0.07% | +12.5% |
| Q1 2017 | $155,000 | – | 1,625 | – | 0.06% | – |
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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% |