COLDSTREAM CAPITAL MANAGEMENT INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,271 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
COLDSTREAM CAPITAL MANAGEMENT INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$15,021,752
-10.3%
79,451
-5.6%
0.49%
-7.4%
Q2 2023$16,743,666
+4.7%
84,186
-0.2%
0.53%
-1.3%
Q1 2023$15,987,754
-1.1%
84,341
-4.3%
0.54%
-9.3%
Q4 2022$16,168,225
-48.4%
88,091
-50.5%
0.59%
-7.1%
Q2 2022$31,329,000
+55.0%
177,893
+87.1%
0.64%
-8.5%
Q1 2022$20,210,000
-1.6%
95,096
+4.6%
0.70%
+7.9%
Q4 2021$20,538,000
+16.0%
90,873
-9.0%
0.64%
-24.8%
Q3 2021$17,700,000
-14.0%
99,891
+9.3%
0.86%
+3.5%
Q2 2021$20,585,000
+65.8%
91,374
+57.6%
0.83%
+14.0%
Q1 2021$12,416,000
+7.9%
57,995
-1.8%
0.73%
+4.8%
Q4 2020$11,502,000
+17.1%
59,083
-7.5%
0.69%
-15.2%
Q3 2020$9,825,000
-16.2%
63,879
-20.6%
0.82%
-22.2%
Q2 2020$11,721,000
-6.2%
80,437
-25.7%
1.05%
-22.9%
Q1 2020$12,494,000
-52.6%
108,230
-32.0%
1.36%
-36.8%
Q4 2019$26,347,000
+5.0%
159,061
-2.5%
2.16%
+2.2%
Q3 2019$25,100,000
-4.5%
163,102
-2.8%
2.11%
-3.4%
Q2 2019$26,286,000
-1.5%
167,788
-3.9%
2.19%
-6.2%
Q1 2019$26,676,000
+12.4%
174,583
-2.9%
2.33%
+1.2%
Q4 2018$23,740,000
+134.5%
179,861
+188.8%
2.30%
+151.4%
Q3 2018$10,124,000
+7.7%
62,268
+3.1%
0.92%
-3.5%
Q2 2018$9,404,000
+13.7%
60,407
+7.3%
0.95%
+6.4%
Q1 2018$8,274,000
-4.9%
56,318
-4.4%
0.89%
-5.4%
Q4 2017$8,703,000
+0.4%
58,881
-4.0%
0.94%
-6.3%
Q3 2017$8,665,000
+5.0%
61,313
+0.7%
1.01%
-5.3%
Q2 2017$8,251,000
-6.5%
60,876
-8.1%
1.06%
-12.8%
Q1 2017$8,829,000
+5.1%
66,245
+1.7%
1.22%
-10.8%
Q4 2016$8,398,000
-7.3%
65,121
-12.2%
1.37%
-14.8%
Q3 2016$9,057,000
-1.2%
74,129
-6.4%
1.60%
-1.2%
Q2 2016$9,166,000
-54.0%
79,235
-55.7%
1.62%
-55.3%
Q1 2016$19,936,000
-3.6%
178,818
-4.3%
3.63%
-19.1%
Q4 2015$20,678,000
+144.4%
186,893
+138.5%
4.49%
+98.6%
Q3 2015$8,459,000
+69.1%
78,356
+90.3%
2.26%
+72.9%
Q2 2015$5,002,000
+11.6%
41,183
+12.6%
1.31%
+5.9%
Q1 2015$4,482,000
+20.4%
36,567
+14.6%
1.24%
+19.2%
Q4 2014$3,724,000
-14.6%
31,920
-19.1%
1.04%
-16.4%
Q3 2014$4,363,000
+2.5%
39,440
+8.5%
1.24%
-0.8%
Q2 2014$4,256,000
+15.2%
36,341
+11.1%
1.25%
+4.4%
Q1 2014$3,694,000
+17.1%
32,708
+14.0%
1.20%
+17.6%
Q4 2013$3,155,000
+26.8%
28,692
+18.2%
1.02%
+24.0%
Q3 2013$2,489,000
+22.1%
24,283
+11.6%
0.82%
+19.0%
Q2 2013$2,038,00021,7510.69%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 258,800$49,058,03327.42%
Aufman Associates Inc 148,061$28,066,35423.89%
Investments & Financial Planning, LLC 103,364$19,593,70617.98%
MBE Wealth Management, LLC 140,161$26,568,89515.64%
Whelan Financial 122,311$23,185,25912.86%
Brown Financial Advisory 67,451$12,786,09512.31%
BLUESTEM FINANCIAL ADVISORS, LLC 103,905$19,696,30312.13%
Family Investment Center, Inc. 92,753$17,582,31212.08%
McCarthy Grittinger Financial Group, LLC 157,695$29,892,59111.85%
Chandler Asset Management, Inc. 262,837$49,823,32511.83%
View complete list of VANGUARD INDEX FDS shareholders