EVERGREEN CAPITAL MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 854 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.68 and the average weighting 0.9%.

Quarter-by-quarter ownership
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$693,817
+7.0%
3,545
+10.8%
0.03%
+11.1%
Q2 2023$648,677
+8.5%
3,200
+0.0%
0.03%0.0%
Q1 2023$597,652
+7.3%
3,1990.0%0.03%
+3.8%
Q4 2022$557,196
+22.2%
3,199
+14.8%
0.03%
+8.3%
Q3 2022$456,000
-5.0%
2,787
+0.0%
0.02%
-4.0%
Q2 2022$480,000
-17.4%
2,786
+0.0%
0.02%
+4.2%
Q1 2022$581,000
+8.2%
2,785
+14.6%
0.02%
+14.3%
Q4 2021$537,000
+10.0%
2,431
+0.0%
0.02%
-4.5%
Q3 2021$488,000
+7.3%
2,430
+7.2%
0.02%0.0%
Q2 2021$455,0002,2670.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
James Reed Financial Services, Inc. 115,199$18,841,00028.21%
McCarthy Grittinger Financial Group, LLC 317,256$51,890,40822.60%
Johnson Financial Group, LLC 998,455$163,307,00022.35%
James J. Burns & Company, LLC 294,253$48,128,00021.38%
Capital Asset Advisory Services LLC 981,289$160,500,00020.88%
Kistler-Tiffany Companies, LLC 474,760$77,652,00017.65%
Wealthquest Corp 733,461$119,965,00016.77%
National Mutual Insurance Federation of Agricultural Cooperatives 8,925,317$1,459,825,00016.46%
Latigo Investments, LLC 111,583$18,251,00015.37%
FIDUCIENT ADVISORS LLC 197,175$32,250,00015.31%
View complete list of VANGUARD INDEX FDS shareholders