FORVIS Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 850 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 1.39 and the average weighting 0.9%.

Quarter-by-quarter ownership
FORVIS Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,055,082
+14.7%
5,392
+18.8%
0.03%
+18.5%
Q2 2023$919,741
+3.1%
4,537
-5.0%
0.03%
-6.9%
Q1 2023$891,831
+7.2%
4,7740.0%0.03%0.0%
Q4 2022$831,631
+5.8%
4,774
-0.6%
0.03%
-9.4%
Q3 2022$786,000
-2.0%
4,804
+3.2%
0.03%0.0%
Q2 2022$802,000
-11.3%
4,654
+7.4%
0.03%
-15.8%
Q1 2022$904,000
-5.6%
4,3350.0%0.04%
-5.0%
Q4 2021$958,000
+10.0%
4,3350.0%0.04%0.0%
Q3 2021$871,000
-1.2%
4,335
-1.4%
0.04%
-2.4%
Q2 2021$882,000
+8.4%
4,3950.0%0.04%
+2.5%
Q1 2021$814,000
+5.4%
4,3950.0%0.04%
+2.6%
Q4 2020$772,000
+12.2%
4,3950.0%0.04%
-2.5%
Q3 2020$688,000
-0.6%
4,395
-9.2%
0.04%
-11.1%
Q2 2020$692,000
+19.3%
4,838
-1.2%
0.04%
-6.2%
Q1 2020$580,000
-20.5%
4,899
-0.8%
0.05%
-9.4%
Q4 2019$730,000
+8.5%
4,9380.0%0.05%
-1.9%
Q3 2019$673,000
+0.9%
4,938
-0.2%
0.05%0.0%
Q2 2019$667,000
+3.9%
4,9480.0%0.05%
+1.9%
Q1 2019$642,000
+24.2%
4,948
+10.0%
0.05%0.0%
Q4 2018$517,000
-14.0%
4,4990.0%0.05%0.0%
Q3 2018$601,000
+7.1%
4,4990.0%0.05%
-1.9%
Q2 2018$561,000
+2.9%
4,4990.0%0.05%
-1.8%
Q1 2018$545,000
+2.6%
4,499
+3.9%
0.06%
+3.8%
Q4 2017$531,000
+30.8%
4,330
+23.2%
0.05%
+17.8%
Q3 2017$406,000
+4.1%
3,5150.0%0.04%
+2.3%
Q2 2017$390,000
+2.6%
3,5150.0%0.04%
-4.3%
Q1 2017$380,000
+5.6%
3,5150.0%0.05%
-2.1%
Q4 2016$360,000
+3.2%
3,5150.0%0.05%
-4.1%
Q3 2016$349,000
+3.6%
3,5150.0%0.05%
-2.0%
Q2 2016$337,000
+2.1%
3,5150.0%0.05%
-5.7%
Q1 2016$330,000
+0.3%
3,5150.0%0.05%
+8.2%
Q4 2015$329,000
+6.5%
3,5150.0%0.05%
-9.3%
Q3 2015$309,000
-7.2%
3,5150.0%0.05%
+8.0%
Q2 2015$333,000
-0.6%
3,5150.0%0.05%
+2.0%
Q1 2015$335,000
+0.9%
3,5150.0%0.05%
-9.3%
Q4 2014$332,0003,5150.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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