MONETA GROUP INVESTMENT ADVISORS LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 605 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.90 and the average weighting 1.0%.

Quarter-by-quarter ownership
MONETA GROUP INVESTMENT ADVISORS LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$190,728,188
+0.1%
974,645
+3.7%
4.33%
+2.7%
Q2 2023$190,494,640
+12.9%
939,693
+4.0%
4.22%
+4.2%
Q1 2023$168,744,739
+12.3%
903,296
+11.4%
4.05%
-1.7%
Q4 2022$150,283,000
+29.0%
810,588
+13.8%
4.12%
-7.2%
Q3 2022$116,516,000
-10.2%
712,375
-5.4%
4.44%
+0.2%
Q2 2022$129,738,000
+57.0%
752,759
+89.9%
4.43%
+36.6%
Q1 2022$82,638,000
+50.6%
396,364
+59.6%
3.24%
+45.4%
Q4 2021$54,876,000
+10.8%
248,285
+0.8%
2.23%
-2.2%
Q3 2021$49,505,000
+5.2%
246,392
+5.1%
2.28%
+5.3%
Q2 2021$47,052,000
+18.2%
234,381
+9.1%
2.17%
+3.0%
Q1 2021$39,792,000
+21.0%
214,744
+14.8%
2.10%
-10.9%
Q4 2020$32,874,000
+19.8%
187,060
+6.7%
2.36%
-1.0%
Q3 2020$27,431,000
+4.7%
175,345
-4.3%
2.39%
-4.0%
Q2 2020$26,205,000
+12.2%
183,252
-7.1%
2.49%
+2.3%
Q1 2020$23,360,000
+22.1%
197,247
+52.4%
2.43%
+51.4%
Q4 2019$19,139,000
+28.8%
129,458
+18.8%
1.60%
+15.6%
Q3 2019$14,860,000
+83.9%
109,000
+81.7%
1.39%
+74.5%
Q2 2019$8,082,000
+146.6%
59,991
+137.6%
0.80%
+132.7%
Q1 2019$3,277,000
+89.8%
25,247
+67.9%
0.34%
+66.0%
Q4 2018$1,727,000
-42.2%
15,036
-32.9%
0.21%
-32.7%
Q3 2018$2,990,000
+304.6%
22,394
+278.1%
0.31%
+277.8%
Q2 2018$739,000
+195.6%
5,922
+186.9%
0.08%
+145.5%
Q1 2018$250,000
+1983.3%
2,064
+2095.7%
0.03%
+1550.0%
Q4 2017$12,000940.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
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