MAI Capital Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 902 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.8%.

Quarter-by-quarter ownership
MAI Capital Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,370,215
-4.6%
27,442
-1.2%
0.08%
-3.6%
Q2 2023$5,631,790
+7.6%
27,781
-0.9%
0.08%
+1.2%
Q1 2023$5,234,379
+3.8%
28,020
-3.2%
0.08%
-3.5%
Q4 2022$5,044,729
+1.6%
28,959
-4.6%
0.08%
-8.6%
Q3 2022$4,965,000
+2.8%
30,359
+8.4%
0.09%
+1.1%
Q2 2022$4,829,000
-19.0%
28,016
-2.0%
0.09%
-8.9%
Q1 2022$5,963,000
-3.0%
28,600
+2.8%
0.10%
+2.0%
Q4 2021$6,149,000
+246.8%
27,822
+215.3%
0.10%
+191.2%
Q3 2021$1,773,000
-27.6%
8,825
-27.6%
0.03%
-30.6%
Q2 2021$2,448,000
+5.6%
12,195
-2.5%
0.05%
-5.8%
Q1 2021$2,318,000
+8.1%
12,508
+2.5%
0.05%
-3.7%
Q4 2020$2,144,000
+7.0%
12,198
-4.7%
0.05%
-6.9%
Q3 2020$2,003,000
+8.7%
12,803
-0.6%
0.06%0.0%
Q2 2020$1,842,000
+30.4%
12,883
+8.0%
0.06%0.0%
Q1 2020$1,413,000
+71.3%
11,927
+113.7%
0.06%
+114.8%
Q4 2019$825,000
+17.2%
5,580
+8.1%
0.03%
-12.9%
Q3 2019$704,0005,1630.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Carlson Capital Management 685,693$62,028,00025.39%
Kistler-Tiffany Companies, LLC 169,618$15,344,00010.24%
RAYNER & HAYNOR 120,390$10,890,0008.34%
Lattice Strategies LLC 170,190$15,395,0008.25%
MOLLER WEALTH PARTNERS 182,626$16,520,0007.79%
Financial Advisory Group 128,367$11,612,0006.48%
Creative Planning 5,252,393$475,131,0005.51%
COLDSTREAM CAPITAL MANAGEMENT INC 194,542$17,598,0005.00%
Ballentine Partners, LLC 446,509$40,391,0004.79%
SIMMONS FIRST TRUST CO NA 152,885$13,830,0004.49%
View complete list of VANGUARD INDEX FDS shareholders