VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 998 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.39 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,184,267 | -9.1% | 8,586 | -6.4% | 0.15% | -5.5% |
| Q2 2023 | $1,303,483 | +2.1% | 9,173 | -0.8% | 0.16% | -3.6% |
| Q1 2023 | $1,276,551 | -6.0% | 9,243 | -4.4% | 0.17% | -11.5% |
| Q4 2022 | $1,357,799 | +9.5% | 9,673 | -3.7% | 0.19% | -5.0% |
| Q3 2022 | $1,240,000 | -14.1% | 10,043 | -8.2% | 0.20% | -10.7% |
| Q2 2022 | $1,443,000 | +36.3% | 10,938 | +52.7% | 0.22% | +52.0% |
| Q1 2022 | $1,059,000 | +34.1% | 7,164 | +33.5% | 0.15% | +32.1% |
| Q4 2021 | $790,000 | +6.8% | 5,367 | -1.9% | 0.11% | -2.6% |
| Q3 2021 | $740,000 | +15.4% | 5,470 | +17.4% | 0.12% | +13.9% |
| Q2 2021 | $641,000 | +6.5% | 4,661 | +1.8% | 0.10% | +3.1% |
| Q1 2021 | $602,000 | +10.5% | 4,579 | 0.0% | 0.10% | +1.0% |
| Q4 2020 | $545,000 | +13.8% | 4,579 | 0.0% | 0.10% | +7.8% |
| Q3 2020 | $479,000 | +5.0% | 4,579 | 0.0% | 0.09% | -3.2% |
| Q2 2020 | $456,000 | – | 4,579 | – | 0.09% | – |
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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% |