Baker Avenue Asset Management, LP - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 904 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.8%.

Quarter-by-quarter ownership
Baker Avenue Asset Management, LP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$25,521,381
+7.7%
130,417
+11.6%
1.28%
+7.0%
Q2 2023$23,691,142
+16.9%
116,866
+7.8%
1.19%
+9.1%
Q1 2023$20,261,115
+16.9%
108,458
+9.1%
1.09%
+5.4%
Q4 2022$17,325,013
+28.6%
99,455
+20.7%
1.04%
+22.4%
Q3 2022$13,475,000
-5.7%
82,384
-0.6%
0.85%
-10.3%
Q2 2022$14,288,000
-8.8%
82,904
+10.3%
0.94%
+17.9%
Q1 2022$15,674,000
-1.1%
75,179
+4.9%
0.80%
+1.0%
Q4 2021$15,847,000
+15.6%
71,698
+5.1%
0.79%
+1.0%
Q3 2021$13,703,000
-1.1%
68,206
-1.2%
0.78%
-0.1%
Q2 2021$13,857,000
-0.1%
69,030
-7.8%
0.79%
-7.5%
Q1 2021$13,868,000
+8.8%
74,841
+3.2%
0.85%
-2.1%
Q4 2020$12,741,000
-17.2%
72,504
-26.3%
0.87%
-26.6%
Q3 2020$15,391,000
-50.9%
98,386
-55.1%
1.18%
-54.2%
Q2 2020$31,320,000
-28.6%
219,020
-40.8%
2.58%
-50.6%
Q1 2020$43,842,000
-27.9%
370,196
-10.0%
5.22%
+18.6%
Q4 2019$60,790,000
+24.9%
411,189
+15.2%
4.40%
+13.7%
Q3 2019$48,675,000
+30.1%
357,042
+28.5%
3.88%
+28.3%
Q2 2019$37,427,000
+12.4%
277,816
+8.3%
3.02%
+10.2%
Q1 2019$33,290,000
+79.9%
256,472
+59.2%
2.74%
+50.2%
Q4 2018$18,506,000
+4.7%
161,117
+21.6%
1.82%
+25.3%
Q3 2018$17,683,000
+7.6%
132,445
+0.5%
1.46%
+2.3%
Q2 2018$16,441,000
+7.1%
131,778
+4.0%
1.42%
+2.2%
Q1 2018$15,358,000
+8.7%
126,708
+10.0%
1.39%
+2.3%
Q4 2017$14,124,000
+9.1%
115,221
+2.7%
1.36%
-6.6%
Q3 2017$12,947,000
+35.0%
112,190
+29.9%
1.46%
+14.5%
Q2 2017$9,589,000
+9.4%
86,376
+6.5%
1.27%
+8.2%
Q1 2017$8,763,000
+3.7%
81,068
-1.8%
1.18%
-0.5%
Q4 2016$8,450,000
+49.2%
82,541
+44.5%
1.18%
+45.5%
Q3 2016$5,665,000
+1.7%
57,128
-1.7%
0.81%
-3.1%
Q2 2016$5,573,000
+374.7%
58,145
+365.7%
0.84%
+371.3%
Q1 2016$1,174,00012,4850.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 569,504$89,093,00034.84%
Wealthquest Corp 656,980$102,778,00025.45%
McCarthy Grittinger Financial Group, LLC 284,716$44,540,98124.62%
JFG Wealth Management, LLC 206,544$32,311,743,00022.86%
Kistler-Tiffany Companies, LLC 405,262$63,399,00020.25%
FIDUCIENT ADVISORS LLC 223,576$34,976,00019.68%
National Mutual Insurance Federation of Agricultural Cooperatives 10,753,317$1,682,249,00017.82%
Transamerica Financial Advisors, Inc. 6,245$977,00017.73%
Cornerstone Advisors, Inc. 1,034,032$161,764,00017.29%
Carlson Capital Management 503,335$78,742,00017.04%
View complete list of VANGUARD INDEX FDS shareholders