Ballentine Partners, 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
Ballentine Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$78,960,719
-3.6%
403,499
-0.1%
1.86%
-1.3%
Q2 2023$81,891,582
+8.4%
403,964
-0.1%
1.88%
-1.1%
Q1 2023$75,513,646
+7.2%
404,227
-0.1%
1.90%
-9.3%
Q4 2022$70,457,803
+7.2%
404,465
+0.7%
2.09%
-7.9%
Q3 2022$65,704,000
-5.1%
401,712
-0.0%
2.27%
-7.1%
Q2 2022$69,249,000
-17.3%
401,7940.0%2.45%
-6.7%
Q1 2022$83,770,000
-6.2%
401,794
-0.5%
2.62%
-1.7%
Q4 2021$89,277,000
+8.5%
403,930
-1.4%
2.67%
-4.3%
Q3 2021$82,270,000
+0.1%
409,4650.0%2.79%
-1.8%
Q2 2021$82,200,000
+8.2%
409,465
-0.1%
2.84%
+0.7%
Q1 2021$75,984,000
+7.1%
410,058
+1.6%
2.82%
+0.3%
Q4 2020$70,936,000
+12.2%
403,644
-0.1%
2.81%
+0.5%
Q3 2020$63,234,000
+9.2%
404,209
-0.2%
2.80%
+0.9%
Q2 2020$57,904,000
+20.7%
404,925
-0.0%
2.77%
-0.8%
Q1 2020$47,977,000
-20.1%
405,108
-0.2%
2.79%
+2.6%
Q4 2019$60,016,000
+7.6%
405,953
-0.8%
2.72%
+3.8%
Q3 2019$55,786,000
+1.0%
409,201
-0.2%
2.62%
-1.1%
Q2 2019$55,229,000
+3.8%
409,9560.0%2.65%
-4.3%
Q1 2019$53,212,000
+12.6%
409,956
-0.3%
2.77%
+1.6%
Q4 2018$47,240,000
-14.7%
411,281
-0.9%
2.72%
-5.8%
Q3 2018$55,387,000
+6.1%
414,853
-0.8%
2.89%
-0.1%
Q2 2018$52,194,000
+2.2%
418,352
-0.8%
2.90%
+0.8%
Q1 2018$51,092,000
-3.0%
421,514
-2.0%
2.87%
-0.2%
Q4 2017$52,698,000
+5.9%
429,908
-0.3%
2.88%
+4.8%
Q3 2017$49,748,000
+1.4%
431,093
-0.2%
2.75%
-23.3%
Q2 2017$49,061,000
+1.7%
431,763
-3.3%
3.58%
+4.5%
Q1 2017$48,254,000
+6.3%
446,431
+0.4%
3.43%
-2.2%
Q4 2016$45,375,000
+6.2%
444,433
+3.2%
3.50%
+1.0%
Q3 2016$42,721,000
-0.2%
430,824
-3.6%
3.47%
-3.9%
Q2 2016$42,826,000
+1.9%
446,810
-0.0%
3.61%
-2.3%
Q1 2016$42,021,000
+3.3%
446,986
+2.8%
3.70%
-6.7%
Q4 2015$40,659,000
+5.5%
434,854
-0.6%
3.96%
-2.1%
Q3 2015$38,528,000
-7.2%
437,574
-0.0%
4.04%
+0.0%
Q2 2015$41,511,000
-1.2%
437,784
-0.8%
4.04%
-2.0%
Q1 2015$42,027,000
+0.7%
441,455
-0.2%
4.13%
-14.4%
Q4 2014$41,739,000
+3.3%
442,195
-1.0%
4.82%
+0.6%
Q3 2014$40,391,000
+0.1%
446,509
-0.4%
4.79%
+0.3%
Q2 2014$40,337,000
-10.0%
448,134
-14.0%
4.78%
-9.0%
Q1 2014$44,842,000
-9.5%
521,301
-10.8%
5.25%
-5.7%
Q4 2013$49,569,000
+7.8%
584,540
-1.7%
5.57%
-1.3%
Q3 2013$45,994,000
+5.1%
594,695
-0.2%
5.64%
-4.1%
Q2 2013$43,750,000595,9675.88%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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