BALASA DINVERNO & FOLTZ LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 805 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.

Quarter-by-quarter ownership
BALASA DINVERNO & FOLTZ LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$568,000
-5.0%
3,4710.0%0.04%
-5.3%
Q2 2022$598,000
-17.4%
3,4710.0%0.04%
-22.4%
Q1 2022$724,000
-8.1%
3,471
-2.7%
0.05%
-3.9%
Q4 2021$788,000
+4.6%
3,566
-4.9%
0.05%
-1.9%
Q3 2021$753,000
-1.8%
3,749
-1.9%
0.05%
-5.5%
Q2 2021$767,000
+8.3%
3,8210.0%0.06%
-3.5%
Q1 2021$708,000
+5.5%
3,8210.0%0.06%
+1.8%
Q4 2020$671,000
+12.2%
3,8210.0%0.06%
-1.8%
Q3 2020$598,000
-14.4%
3,821
-21.8%
0.06%
-26.9%
Q2 2020$699,000
+20.7%
4,8860.0%0.08%
+6.8%
Q1 2020$579,000
-19.8%
4,8860.0%0.07%
-5.2%
Q4 2019$722,000
+8.4%
4,8860.0%0.08%0.0%
Q3 2019$666,000
+1.2%
4,8860.0%0.08%0.0%
Q2 2019$658,000
+73.2%
4,886
+66.8%
0.08%
+67.4%
Q1 2019$380,000
+12.8%
2,9300.0%0.05%
+9.5%
Q4 2018$337,000
-13.8%
2,9300.0%0.04%
-4.5%
Q3 2018$391,000
+6.8%
2,9300.0%0.04%
-17.0%
Q2 2018$366,0002,9300.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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