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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $199,212 | -4.5% | 1,018 | -1.1% | 0.07% | -6.7% |
| Q2 2023 | $208,599 | +7.6% | 1,029 | -0.9% | 0.08% | +4.2% |
| Q1 2023 | $193,909 | +2.2% | 1,038 | -4.7% | 0.07% | +1.4% |
| Q4 2022 | $189,704 | -18.2% | 1,089 | -2.2% | 0.07% | +36.5% |
| Q1 2022 | $232,000 | -6.1% | 1,114 | -0.2% | 0.05% | +15.6% |
| Q4 2021 | $247,000 | -12.1% | 1,116 | -20.3% | 0.04% | -18.2% |
| Q3 2021 | $281,000 | +2.9% | 1,400 | +3.0% | 0.06% | +1.9% |
| Q2 2021 | $273,000 | +8.3% | 1,359 | 0.0% | 0.05% | -1.8% |
| Q1 2021 | $252,000 | +16.7% | 1,359 | +10.6% | 0.06% | +1.9% |
| Q4 2020 | $216,000 | – | 1,229 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Carlson Capital Management | 626,880 | $59,441,000 | 22.58% |
| Kistler-Tiffany Companies, LLC | 218,935 | $20,759,000 | 12.46% |
| MOLLER WEALTH PARTNERS | 178,912 | $16,964,000 | 7.70% |
| Transamerica Financial Advisors, Inc. | 1,095,715 | $103,896,000 | 7.44% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 281,273 | $26,670,000 | 6.97% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 444,742 | $42,170,000 | 5.64% |
| Financial Advisory Group | 95,337 | $9,037,000 | 4.52% |
| MONETTA FINANCIAL SERVICES INC | 76,000 | $7,206,000 | 4.09% |
| Ballentine Partners, LLC | 437,784 | $41,511,000 | 4.04% |
| Creative Planning | 4,680,415 | $443,797,000 | 4.03% |