COLDSTREAM CAPITAL MANAGEMENT INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 479 filers reported holding VANGUARD INDEX FDS in Q2 2016. The put-call ratio across all filers is 0.35 and the average weighting 0.7%.

Quarter-by-quarter ownership
COLDSTREAM CAPITAL MANAGEMENT INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$53,833,721
-4.7%
258,518
+0.7%
1.76%
-1.8%
Q2 2023$56,516,510
+4.6%
256,707
+0.2%
1.79%
-1.3%
Q1 2023$54,024,898
+2.7%
256,139
-0.8%
1.81%
-5.8%
Q4 2022$52,608,479
-46.6%
258,125
-48.4%
1.93%
-3.8%
Q2 2022$98,507,000
+58.3%
500,111
+91.2%
2.00%
-6.6%
Q1 2022$62,219,000
-10.2%
261,599
-3.8%
2.14%
-1.4%
Q4 2021$69,264,000
+11.5%
271,870
+3.0%
2.18%
-27.7%
Q3 2021$62,099,000
-1.8%
263,849
-0.9%
3.01%
+18.3%
Q2 2021$63,223,000
+3510.7%
266,374
+3267.1%
2.54%
+2370.9%
Q1 2021$1,751,000
+29.7%
7,911
+21.2%
0.10%
+27.2%
Q4 2020$1,350,000
+25.0%
6,528
+6.6%
0.08%
-10.0%
Q3 2020$1,080,000
+3.4%
6,126
-3.8%
0.09%
-4.3%
Q2 2020$1,044,000
+2.4%
6,371
-17.8%
0.09%
-15.3%
Q1 2020$1,020,000
-42.2%
7,750
-21.8%
0.11%
-23.4%
Q4 2019$1,766,000
-12.7%
9,910
-17.9%
0.14%
-14.7%
Q3 2019$2,024,000
-0.8%
12,074
-1.1%
0.17%0.0%
Q2 2019$2,041,000
-35.0%
12,211
-37.5%
0.17%
-38.0%
Q1 2019$3,139,000
+15.0%
19,527
-1.1%
0.27%
+3.4%
Q4 2018$2,729,000
-15.5%
19,753
+0.5%
0.26%
-9.2%
Q3 2018$3,228,000
-0.4%
19,660
-4.3%
0.29%
-10.7%
Q2 2018$3,240,000
-1.5%
20,554
-3.7%
0.33%
-7.9%
Q1 2018$3,290,000
-3.1%
21,335
-2.7%
0.36%
-3.5%
Q4 2017$3,394,000
+0.2%
21,926
-4.8%
0.37%
-6.6%
Q3 2017$3,386,000
-54.1%
23,031
-55.5%
0.39%
-58.6%
Q2 2017$7,370,000
+0.7%
51,709
-1.6%
0.95%
-5.9%
Q1 2017$7,320,000
-26.9%
52,570
-30.9%
1.01%
-38.0%
Q4 2016$10,015,000
-4.1%
76,085
-5.7%
1.63%
-11.9%
Q3 2016$10,441,000
+2.8%
80,662
-1.8%
1.85%
+2.9%
Q2 2016$10,155,000
+2.1%
82,138
+0.2%
1.80%
-0.7%
Q1 2016$9,942,000
+1100.7%
82,009
+1089.1%
1.81%
+906.1%
Q4 2015$828,000
+10.8%
6,897
+7.7%
0.18%
-10.0%
Q3 2015$747,000
+2.2%
6,404
+11.7%
0.20%
+4.7%
Q2 2015$731,000
-7.7%
5,734
-3.9%
0.19%
-12.4%
Q1 2015$792,000
+23.6%
5,965
+15.1%
0.22%
+22.5%
Q4 2014$641,000
+137.4%
5,184
+124.9%
0.18%
+131.2%
Q3 2014$270,000
-1.5%
2,3050.0%0.08%
-3.8%
Q2 2014$274,000
+4.6%
2,3050.0%0.08%
-5.9%
Q1 2014$262,000
+12.9%
2,305
+9.5%
0.08%
+13.3%
Q4 2013$232,0002,1050.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2016
NameSharesValueWeighting ↓
Fidato Wealth LLC 101,763$19,145,00026.17%
Divergent Planning, LLC 106,533$20,026,00014.74%
BCK Partners, Inc. 107,851$20,274,00014.66%
JMG Financial Group, Ltd. 1,137,454$213,819,00013.89%
TL Private Wealth 117,203$22,325,00013.86%
Northwest Quadrant Wealth Management, LLC 210,955$39,655,00013.01%
Axiom Financial Strategies, LLC 123,884$23,288,00012.38%
Stone Asset Management Inc. 95,885$18,024,00011.76%
Riverpoint Wealth Management Holdings, LLC 146,459$27,531,00011.71%
Ballast, Inc. 122,698$23,064,00011.27%
View complete list of VANGUARD INDEX FDS shareholders