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 | $116,412 | +16.7% | 844 | +20.2% | 0.02% | +23.5% |
| Q2 2023 | $99,754 | +1344.7% | 702 | +1304.0% | 0.02% | +1600.0% |
| Q1 2023 | $6,905 | -1.6% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $7,018 | +17.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $6,000 | +50.0% | 50 | +72.4% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $4,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $4,000 | -94.9% | 29 | -95.0% | 0.00% | -92.3% |
| Q3 2021 | $79,000 | +1875.0% | 584 | +1913.8% | 0.01% | +1200.0% |
| Q2 2021 | $4,000 | -76.5% | 29 | -77.5% | 0.00% | -66.7% |
| Q1 2021 | $17,000 | -29.2% | 129 | -43.9% | 0.00% | -40.0% |
| Q3 2020 | $24,000 | – | 230 | – | 0.01% | – |
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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% |