VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,332 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 1.03 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $407,686 | +74.9% | 2,727 | +61.4% | 0.02% | +50.0% |
| Q3 2023 | $233,101 | -2.9% | 1,690 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $240,149 | +2.9% | 1,690 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $233,405 | +98383.1% | 1,690 | 0.0% | 0.01% | -7.7% |
| Q4 2022 | $237 | -99.9% | 1,690 | 0.0% | 0.01% | +8.3% |
| Q3 2022 | $209,000 | -7.5% | 1,690 | -1.3% | 0.01% | -7.7% |
| Q2 2022 | $226,000 | -9.6% | 1,712 | +1.3% | 0.01% | +8.3% |
| Q1 2022 | $250,000 | +0.4% | 1,690 | 0.0% | 0.01% | +9.1% |
| Q4 2021 | $249,000 | +8.7% | 1,690 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $229,000 | -1.3% | 1,690 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $232,000 | +4.5% | 1,690 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $222,000 | +10.4% | 1,690 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $201,000 | -1.0% | 1,690 | 0.0% | 0.01% | -15.4% |
| Q4 2019 | $203,000 | – | 1,690 | – | 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% |