VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,286 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.47 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,278,717 | -16.7% | 52,771 | -14.2% | 0.36% | -15.7% |
| Q2 2023 | $8,741,612 | +5.8% | 61,517 | +2.9% | 0.43% | -4.0% |
| Q1 2023 | $8,260,596 | +1.0% | 59,812 | +2.7% | 0.45% | -9.6% |
| Q4 2022 | $8,174,816 | +28.8% | 58,238 | +21.0% | 0.50% | +16.6% |
| Q3 2022 | $6,345,000 | 0.0% | 48,112 | 0.0% | 0.43% | 0.0% |
| Q2 2022 | $6,345,000 | -13.5% | 48,112 | -3.5% | 0.43% | -2.1% |
| Q4 2021 | $7,332,000 | -30.7% | 49,841 | -36.2% | 0.44% | +29.3% |
| Q3 2021 | $10,577,000 | -6.2% | 78,131 | -4.8% | 0.34% | -6.1% |
| Q2 2021 | $11,276,000 | +15.0% | 82,032 | +9.9% | 0.36% | +2.0% |
| Q1 2021 | $9,808,000 | – | 74,611 | – | 0.35% | – |
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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% |