COBBLESTONE CAPITAL ADVISORS LLC /NY/ - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 691 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.49 and the average weighting 0.9%.

Quarter-by-quarter ownership
COBBLESTONE CAPITAL ADVISORS LLC /NY/ ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$311,735
-3.9%
1,593
-0.4%
0.02%0.0%
Q2 2023$324,352
-26.5%
1,600
-32.3%
0.02%
-30.3%
Q1 2023$441,433
-8.3%
2,363
-14.5%
0.03%
-10.8%
Q4 2022$481,315
+4.2%
2,763
-2.2%
0.04%
-5.1%
Q3 2022$462,000
-8.9%
2,824
-3.9%
0.04%0.0%
Q2 2022$507,000
-18.1%
2,939
-1.0%
0.04%
-7.1%
Q1 2022$619,000
-13.3%
2,970
-8.1%
0.04%
-8.7%
Q4 2021$714,000
+7.7%
3,231
-2.1%
0.05%
+2.2%
Q3 2021$663,000
-88.5%
3,299
-88.5%
0.04%
-88.5%
Q2 2021$5,766,000
+6.8%
28,721
-1.4%
0.39%
-0.5%
Q1 2021$5,399,000
+5.2%
29,136
-0.3%
0.39%
-0.8%
Q4 2020$5,134,000
+11.8%
29,216
-0.5%
0.40%
-0.3%
Q3 2020$4,594,000
+7.7%
29,366
-1.5%
0.40%
+2.9%
Q2 2020$4,264,000
+20.2%
29,815
-0.5%
0.38%
+0.3%
Q1 2020$3,548,000
-20.1%
29,960
-0.2%
0.38%
-4.5%
Q4 2019$4,438,000
+8.4%
30,0200.0%0.40%
-1.5%
Q3 2019$4,093,000
+5.9%
30,020
+4.6%
0.41%
+17.2%
Q2 2019$3,866,000
+3.6%
28,700
-0.2%
0.35%
-0.3%
Q1 2019$3,732,000
+12.9%
28,755
-0.1%
0.35%
+2.6%
Q4 2018$3,306,000
-13.8%
28,785
+0.2%
0.34%
-5.8%
Q3 2018$3,836,000
+4.6%
28,730
-2.3%
0.36%
-0.3%
Q2 2018$3,669,000
+411.0%
29,405
+396.7%
0.36%
+395.9%
Q1 2018$718,000
-1.8%
5,920
-0.7%
0.07%0.0%
Q4 2017$731,000
+6.2%
5,9640.0%0.07%
-14.1%
Q3 2017$688,000
+3.5%
5,964
-0.5%
0.08%
-1.2%
Q2 2017$665,000
+2.0%
5,994
-0.6%
0.09%
-1.1%
Q1 2017$652,000
+5.7%
6,0290.0%0.09%
+2.4%
Q4 2016$617,000
+3.2%
6,0290.0%0.08%0.0%
Q3 2016$598,000
+0.7%
6,029
-2.7%
0.08%0.0%
Q2 2016$594,000
+2.1%
6,1950.0%0.08%0.0%
Q1 2016$582,000
+0.5%
6,1950.0%0.08%
-2.3%
Q4 2015$579,000
+6.2%
6,1950.0%0.09%0.0%
Q3 2015$545,000
-24.0%
6,195
-18.1%
0.09%
-19.4%
Q2 2015$717,000
-1.5%
7,565
-1.0%
0.11%
-4.4%
Q1 2015$728,000
-0.8%
7,645
-1.7%
0.11%
-13.7%
Q4 2014$734,000
+2.9%
7,780
-1.3%
0.13%
-0.8%
Q3 2014$713,000
+1.1%
7,880
+0.6%
0.13%0.0%
Q2 2014$705,000
+2.8%
7,835
-1.7%
0.13%0.0%
Q1 2014$686,000
-10.0%
7,970
-11.3%
0.13%
-9.0%
Q4 2013$762,000
+4.8%
8,990
-4.4%
0.14%
-2.7%
Q3 2013$727,000
-28.9%
9,400
-32.6%
0.15%
-33.8%
Q2 2013$1,023,00013,9400.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 679,579$119,429,00032.38%
Wealthquest Corp 661,662$116,280,00024.88%
McCarthy Grittinger Financial Group, LLC 284,266$49,956,85124.76%
JFG Wealth Management, LLC 212,857$37,407,00020.31%
Kistler-Tiffany Companies, LLC 398,161$69,973,00019.94%
National Mutual Insurance Federation of Agricultural Cooperatives 10,753,317$1,889,788,00018.51%
Berman Capital Advisors, LLC 386,221$67,874,00016.25%
Transamerica Financial Advisors, Inc. 4,460$784,00016.19%
Carlson Capital Management 474,976$85,144,00015.68%
FIDUCIENT ADVISORS LLC 225,083$39,556,00014.70%
View complete list of VANGUARD INDEX FDS shareholders