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 | $13,758,702 | -2.4% | 99,751 | +0.5% | 5.60% | +3.7% |
| Q2 2023 | $14,101,625 | +4.4% | 99,237 | +1.5% | 5.40% | -1.6% |
| Q1 2023 | $13,507,637 | -2.0% | 97,803 | -0.4% | 5.49% | -7.3% |
| Q4 2022 | $13,788,883 | +20.4% | 98,232 | +5.9% | 5.92% | +9.5% |
| Q3 2022 | $11,449,000 | +0.1% | 92,717 | +6.9% | 5.41% | +4.2% |
| Q2 2022 | $11,437,000 | -6.7% | 86,722 | +4.6% | 5.20% | +6.3% |
| Q1 2022 | $12,255,000 | -1.7% | 82,930 | -2.1% | 4.89% | +1.2% |
| Q4 2021 | $12,464,000 | +7.8% | 84,728 | -0.8% | 4.83% | -0.8% |
| Q3 2021 | $11,561,000 | +6.0% | 85,400 | +7.6% | 4.87% | +4.9% |
| Q2 2021 | $10,905,000 | +7.9% | 79,335 | +3.2% | 4.64% | +1.1% |
| Q1 2021 | $10,106,000 | +21.7% | 76,872 | +10.1% | 4.59% | +12.8% |
| Q4 2020 | $8,304,000 | +38.3% | 69,807 | +21.5% | 4.07% | +14.6% |
| Q3 2020 | $6,006,000 | +30.4% | 57,470 | +24.2% | 3.55% | +16.1% |
| Q2 2020 | $4,607,000 | +49.1% | 46,259 | +33.4% | 3.06% | +22.4% |
| Q1 2020 | $3,089,000 | +6.7% | 34,685 | +43.6% | 2.50% | +27.7% |
| Q4 2019 | $2,896,000 | +54.5% | 24,162 | +43.9% | 1.96% | +37.0% |
| Q3 2019 | $1,874,000 | +0.8% | 16,790 | +0.1% | 1.43% | +0.6% |
| Q2 2019 | $1,860,000 | +9.2% | 16,767 | +5.9% | 1.42% | +1.8% |
| Q1 2019 | $1,704,000 | +9.9% | 15,830 | 0.0% | 1.39% | -5.1% |
| Q4 2018 | $1,551,000 | – | 15,830 | – | 1.47% | – |
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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% |