COLDSTREAM CAPITAL MANAGEMENT INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 904 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.8%.

Quarter-by-quarter ownership
COLDSTREAM CAPITAL MANAGEMENT INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$108,825,208
-8.5%
556,110
-5.2%
3.56%
-5.7%
Q2 2023$118,961,931
+0.8%
586,829
-7.1%
3.77%
-4.9%
Q1 2023$117,996,479
+7.5%
631,639
+0.2%
3.96%
-1.4%
Q4 2022$109,787,942
-51.0%
630,241
-51.6%
4.02%
-11.8%
Q2 2022$224,204,000
+84.6%
1,300,866
+123.3%
4.56%
+8.9%
Q1 2022$121,472,000
-7.0%
582,625
-1.4%
4.18%
+2.0%
Q4 2021$130,664,000
+26.0%
591,187
-10.1%
4.10%
-18.4%
Q3 2021$103,696,000
-13.9%
657,816
+9.6%
5.03%
+3.6%
Q2 2021$120,484,000
+6.0%
600,175
-2.1%
4.85%
-27.1%
Q1 2021$113,621,000
+4.0%
613,172
-1.4%
6.65%
+0.9%
Q4 2020$109,279,000
+9.1%
621,821
-2.9%
6.59%
-20.9%
Q3 2020$100,140,000
+3.2%
640,120
-5.7%
8.34%
-4.3%
Q2 2020$97,046,000
+17.3%
678,643
-2.8%
8.71%
-3.6%
Q1 2020$82,722,000
-7.0%
698,495
+16.0%
9.04%
+23.9%
Q4 2019$88,991,000
+4.8%
601,944
-3.4%
7.30%
+2.0%
Q3 2019$84,930,000
-2.0%
622,972
-3.2%
7.15%
-0.9%
Q2 2019$86,706,000
+2.7%
643,600
-1.0%
7.22%
-2.2%
Q1 2019$84,410,000
+15.5%
650,311
+2.2%
7.38%
+4.0%
Q4 2018$73,075,000
-11.4%
636,213
+3.0%
7.09%
-5.1%
Q3 2018$82,484,000
+8.1%
617,811
+1.0%
7.47%
-3.1%
Q2 2018$76,334,000
+3.9%
611,847
+0.9%
7.71%
-2.8%
Q1 2018$73,480,000
+4.9%
606,219
+6.1%
7.93%
+4.4%
Q4 2017$70,044,000
+6.5%
571,417
+0.3%
7.60%
-0.7%
Q3 2017$65,760,000
+1.3%
569,843
-2.5%
7.65%
-8.6%
Q2 2017$64,900,000
+2.9%
584,582
+0.2%
8.37%
-3.9%
Q1 2017$63,078,000
+16.1%
583,566
+9.9%
8.71%
-1.5%
Q4 2016$54,348,000
+19.0%
530,901
+15.3%
8.84%
+9.3%
Q3 2016$45,656,000
-0.3%
460,427
-3.7%
8.09%
-0.3%
Q2 2016$45,807,000
+9.3%
477,903
+7.2%
8.12%
+6.3%
Q1 2016$41,902,000
+22.3%
445,716
+21.6%
7.63%
+2.6%
Q4 2015$34,269,000
+30.7%
366,517
+23.1%
7.44%
+6.2%
Q3 2015$26,219,000
-1.7%
297,772
+5.9%
7.01%
+0.5%
Q2 2015$26,670,000
+12.2%
281,273
+12.6%
6.97%
+6.5%
Q1 2015$23,772,000
+13.9%
249,707
+13.0%
6.55%
+12.9%
Q4 2014$20,864,000
+18.6%
221,038
+13.6%
5.80%
+16.1%
Q3 2014$17,598,000
+11.1%
194,542
+10.6%
5.00%
+7.6%
Q2 2014$15,836,000
+91.0%
175,933
+82.5%
4.65%
+73.0%
Q1 2014$8,292,000
+59.2%
96,397
+57.0%
2.69%
+60.1%
Q4 2013$5,208,000
+23.4%
61,411
+12.5%
1.68%
+20.7%
Q3 2013$4,221,000
+35.6%
54,583
+28.7%
1.39%
+32.0%
Q2 2013$3,113,00042,4031.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Carlson Capital Management 626,880$59,441,00022.58%
Kistler-Tiffany Companies, LLC 218,935$20,759,00012.46%
MOLLER WEALTH PARTNERS 178,912$16,964,0007.70%
Transamerica Financial Advisors, Inc. 1,095,715$103,896,0007.44%
COLDSTREAM CAPITAL MANAGEMENT INC 281,273$26,670,0006.97%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 444,742$42,170,0005.64%
Financial Advisory Group 95,337$9,037,0004.52%
MONETTA FINANCIAL SERVICES INC 76,000$7,206,0004.09%
Ballentine Partners, LLC 437,784$41,511,0004.04%
Creative Planning 4,680,415$443,797,0004.03%
View complete list of VANGUARD INDEX FDS shareholders