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 | $352,963 | -52.3% | 2,559 | -50.0% | 1.07% | +22.0% |
| Q2 2023 | $739,832 | +109.3% | 5,118 | +100.0% | 0.88% | -12.5% |
| Q1 2023 | $353,423 | -1.2% | 2,559 | +0.4% | 1.00% | -10.1% |
| Q4 2022 | $357,663 | +13.5% | 2,548 | 0.0% | 1.11% | +18.3% |
| Q3 2022 | $315,000 | -6.2% | 2,548 | 0.0% | 0.94% | -4.1% |
| Q2 2022 | $336,000 | -13.0% | 2,548 | -3.0% | 0.98% | -2.9% |
| Q1 2022 | $386,000 | +0.3% | 2,627 | +0.9% | 1.01% | -1.5% |
| Q4 2021 | $385,000 | – | 2,604 | – | 1.03% | – |
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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% |