COLDSTREAM CAPITAL MANAGEMENT INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 662 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 1.15 and the average weighting 0.5%.

Quarter-by-quarter ownership
COLDSTREAM CAPITAL MANAGEMENT INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$48,035,505
-3.3%
335,139
+0.4%
1.57%
-0.3%
Q2 2023$49,672,816
+0.5%
333,755
-5.3%
1.57%
-5.1%
Q1 2023$49,405,074
+5.8%
352,390
+0.2%
1.66%
-3.0%
Q4 2022$46,710,689
-58.0%
351,578
-58.6%
1.71%
-24.4%
Q2 2022$111,214,000
+41.0%
848,322
+78.1%
2.26%
-16.8%
Q1 2022$78,886,000
-9.3%
476,192
+0.1%
2.72%
-0.5%
Q4 2021$86,993,000
+57.9%
475,733
+12.1%
2.73%
+2.3%
Q3 2021$55,083,000
-34.5%
424,249
-4.9%
2.67%
-21.2%
Q2 2021$84,144,000
+0.9%
446,172
-5.4%
3.39%
-30.6%
Q1 2021$83,411,000
+9.4%
471,490
+1.8%
4.88%
+6.2%
Q4 2020$76,271,000
+51.5%
463,144
+19.4%
4.60%
+9.8%
Q3 2020$50,333,000
+10.6%
388,005
+0.9%
4.19%
+2.5%
Q2 2020$45,498,000
+11.5%
384,474
-14.7%
4.08%
-8.4%
Q1 2020$40,813,000
-24.1%
450,773
+5.7%
4.46%
+1.2%
Q4 2019$53,746,000
+34.7%
426,590
+24.4%
4.41%
+31.2%
Q3 2019$39,900,000
-6.7%
342,987
-4.9%
3.36%
-5.6%
Q2 2019$42,771,000
-9.3%
360,694
-11.7%
3.56%
-13.7%
Q1 2019$47,148,000
+14.2%
408,355
-1.3%
4.12%
+2.9%
Q4 2018$41,291,000
-20.7%
413,696
-2.5%
4.01%
-15.0%
Q3 2018$52,042,000
+8.1%
424,418
+3.8%
4.72%
-3.1%
Q2 2018$48,157,000
+16.1%
408,807
+9.9%
4.86%
+8.6%
Q1 2018$41,485,000
+0.5%
371,865
+0.6%
4.48%
-0.0%
Q4 2017$41,292,000
+6.0%
369,570
+1.6%
4.48%
-1.2%
Q3 2017$38,972,000
-2.1%
363,785
-6.5%
4.53%
-11.7%
Q2 2017$39,809,000
+4.6%
389,175
+2.2%
5.14%
-2.3%
Q1 2017$38,053,000
+5.7%
380,952
+1.4%
5.26%
-10.3%
Q4 2016$36,014,000
+29.1%
375,536
+22.8%
5.86%
+18.5%
Q3 2016$27,907,000
+2.7%
305,766
-3.9%
4.95%
+2.7%
Q2 2016$27,186,000
-4.4%
318,264
-7.3%
4.82%
-7.0%
Q1 2016$28,438,000
+1.9%
343,452
+3.1%
5.18%
-14.5%
Q4 2015$27,918,000
+73.5%
333,153
+69.0%
6.06%
+41.0%
Q3 2015$16,088,000
+1.2%
197,085
+14.0%
4.30%
+3.4%
Q2 2015$15,904,000
+27.2%
172,884
+27.8%
4.16%
+20.7%
Q1 2015$12,508,000
+29.4%
135,270
+22.9%
3.45%
+28.2%
Q4 2014$9,664,000
-0.9%
110,086
-5.6%
2.69%
-2.9%
Q3 2014$9,749,000
+7.8%
116,648
+13.1%
2.77%
+4.3%
Q2 2014$9,046,000
+7.0%
103,100
+3.6%
2.65%
-3.1%
Q1 2014$8,454,000
+16.9%
99,479
+13.8%
2.74%
+17.5%
Q4 2013$7,231,000
+11.7%
87,441
+4.2%
2.33%
+9.3%
Q3 2013$6,473,000
+7.9%
83,931
-2.3%
2.13%
+5.1%
Q2 2013$5,997,00085,8792.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
ACT WEALTH MANAGEMENT, LLC 148,089$27,928,00017.26%
Freedman Financial Associates, Inc. 119,875$21,860,00015.97%
Standard Family Office LLC 275,727$50,282,00014.59%
Tower Wealth Partners, Inc. 70,195$12,801,00013.50%
Bridgeworth, LLC 257,823$47,017,00013.20%
Gleason Group, Inc. 184,298$33,609,00012.14%
CABANA LLC 14,261$2,744,0009.78%
Van Cleef Asset Management,Inc 331,112$60,382,0009.09%
FC Advisory LLC 111,317$20,300,0009.06%
Applied Capital LLC 54,899$10,011,0008.76%
View complete list of VANGUARD INDEX FDS shareholders