Avalon Investment & Advisory - 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
Avalon Investment & Advisory ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2023$373,620
+107262.1%
2,0000.0%0.01%0.0%
Q4 2022$348
-99.9%
2,0000.0%0.01%0.0%
Q3 2022$327,000
-5.2%
2,0000.0%0.01%0.0%
Q2 2022$345,000
-17.3%
2,0000.0%0.01%0.0%
Q1 2022$417,000
-5.7%
2,0000.0%0.01%
-9.1%
Q4 2021$442,000
+10.0%
2,0000.0%0.01%
+22.2%
Q3 2021$402,000
+0.2%
2,0000.0%0.01%0.0%
Q2 2021$401,000
+8.1%
2,0000.0%0.01%0.0%
Q1 2021$371,000
+5.7%
2,0000.0%0.01%
+28.6%
Q4 2020$351,000
+12.1%
2,0000.0%0.01%0.0%
Q3 2020$313,000
+9.4%
2,0000.0%0.01%0.0%
Q2 2020$286,000
+20.7%
2,0000.0%0.01%
+16.7%
Q1 2020$237,0002,0000.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
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