NORTHSTAR ASSET MANAGEMENT Co LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 868 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.9%.

Quarter-by-quarter ownership
NORTHSTAR ASSET MANAGEMENT Co LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,236,737
-9.8%
11,430
-6.6%
0.64%
-5.6%
Q2 2023$2,480,279
+9.0%
12,235
+0.4%
0.68%
+1.9%
Q1 2023$2,276,280
+0.6%
12,185
-6.2%
0.67%
-6.3%
Q4 2022$2,262,175
+6.7%
12,986
+0.2%
0.71%
+1.0%
Q3 2022$2,120,000
-0.7%
12,961
+4.6%
0.71%
+6.0%
Q2 2022$2,136,000
-13.8%
12,396
+4.2%
0.67%
+5.2%
Q1 2022$2,479,000
+3.0%
11,891
+9.2%
0.63%
+12.2%
Q4 2021$2,407,000
+9.0%
10,890
-0.9%
0.56%
-2.4%
Q3 2021$2,208,000
+0.6%
10,990
+0.5%
0.58%
+0.3%
Q2 2021$2,194,000
+8.3%
10,9300.0%0.58%
+0.2%
Q1 2021$2,025,000
-0.7%
10,930
-5.8%
0.58%
-0.5%
Q4 2020$2,039,000
+12.4%
11,6000.0%0.58%0.0%
Q3 2020$1,814,000
+8.2%
11,600
-1.1%
0.58%
-3.7%
Q2 2020$1,677,000
+20.6%
11,730
-0.1%
0.60%
-5.7%
Q1 2020$1,391,000
-20.0%
11,745
-0.1%
0.64%
-2.6%
Q4 2019$1,738,000
+7.9%
11,755
-0.5%
0.65%
+4.3%
Q3 2019$1,611,000
-2.5%
11,820
-3.6%
0.63%
-3.7%
Q2 2019$1,652,000
+3.4%
12,260
-0.4%
0.65%
+0.2%
Q1 2019$1,597,000
+7.8%
12,305
-4.6%
0.65%
-6.2%
Q4 2018$1,482,000
-18.4%
12,905
-5.1%
0.69%
-1.8%
Q3 2018$1,817,000
+6.4%
13,605
-0.6%
0.71%
-0.1%
Q2 2018$1,708,000
+5.6%
13,685
+2.6%
0.71%
+4.1%
Q1 2018$1,617,000
-0.2%
13,340
+0.9%
0.68%
+1.3%
Q4 2017$1,621,000
+5.5%
13,220
-0.8%
0.67%
-0.6%
Q3 2017$1,537,000
+8.0%
13,320
+3.9%
0.67%
+5.3%
Q2 2017$1,423,000
+5.8%
12,820
+3.0%
0.64%
+6.5%
Q1 2017$1,345,000
+12.8%
12,445
+6.9%
0.60%
+11.7%
Q4 2016$1,192,000
-51.0%
11,645
-52.6%
0.54%
-47.2%
Q3 2016$2,434,000
+3.9%
24,545
+0.4%
1.02%
+4.3%
Q2 2016$2,343,000
+1.7%
24,445
-0.2%
0.98%
-0.6%
Q1 2016$2,303,000
+0.6%
24,4950.0%0.98%
+0.6%
Q4 2015$2,290,000
+6.2%
24,4950.0%0.98%
+1.0%
Q3 2015$2,157,000
-4.7%
24,495
+2.6%
0.97%
+2.1%
Q2 2015$2,264,000
+9.8%
23,875
+10.3%
0.95%
+6.9%
Q1 2015$2,061,000
+0.9%
21,6450.0%0.88%
-0.2%
Q4 2014$2,043,000
+4.3%
21,6450.0%0.89%
+4.2%
Q3 2014$1,958,000
+0.1%
21,645
-0.5%
0.85%
+2.2%
Q2 2014$1,957,000
+12.8%
21,745
+7.8%
0.83%
+4.8%
Q1 2014$1,735,000
+3.2%
20,175
+1.8%
0.80%
+1.7%
Q4 2013$1,681,000
+12.4%
19,825
+2.6%
0.78%
+2.5%
Q3 2013$1,495,000
+13.7%
19,325
+7.9%
0.76%
+35.5%
Q2 2013$1,315,00017,9150.56%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 1,168,061$258,165,00041.85%
JFG Wealth Management, LLC 370,172$81,815,00030.66%
James Reed Financial Services, Inc. 120,137$26,552,00025.21%
McCarthy Grittinger Financial Group, LLC 290,614$64,231,41423.80%
Wealthquest Corp 682,820$150,916,00023.15%
Transamerica Financial Advisors, Inc. 3,336$738,00019.95%
Kistler-Tiffany Companies, LLC 450,346$99,535,00019.44%
National Mutual Insurance Federation of Agricultural Cooperatives 9,747,317$2,154,352,00017.32%
FIDUCIENT ADVISORS LLC 216,037$47,749,00014.48%
Latigo Investments, LLC 83,934$18,551,00012.38%
View complete list of VANGUARD INDEX FDS shareholders