EVERGREEN CAPITAL MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 19 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.0%.

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 2023
NameSharesValueWeighting ↓
McCarthy Grittinger Financial Group, LLC 261,546$35,235,46029.93%
Kistler-Tiffany Companies, LLC 386,992$52,136,00019.82%
National Mutual Insurance Federation of Agricultural Cooperatives 10,598,000$1,427,763,00017.88%
DERBY & COMPANY, INC 258,081$34,769,00017.61%
Carlson Capital Management 533,191$71,831,00017.58%
Johnson Financial Group, LLC 149,132$20,091,00012.72%
JFG Wealth Management, LLC 100,826$13,907,00011.48%
Verus Financial Partners, Inc. 228,034$30,721,00010.32%
MOLLER WEALTH PARTNERS 129,501$17,446,0008.94%
Hurlow Wealth Management Group, Inc. 56,295$7,759,0008.15%
View complete list of VANGUARD INDEX FDS shareholders