Roundview Capital LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 759 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.27 and the average weighting 0.8%.

Quarter-by-quarter ownership
Roundview Capital LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,268,659
+1.3%
6,483
+5.0%
0.13%
+4.9%
Q2 2023$1,252,202
+22.8%
6,177
+13.1%
0.12%
+14.0%
Q1 2023$1,019,983
+13.2%
5,460
+5.6%
0.11%
+3.9%
Q4 2022$900,788
+10.0%
5,171
+3.2%
0.10%0.0%
Q3 2022$819,000
-2.5%
5,009
+2.7%
0.10%
+2.0%
Q2 2022$840,000
-17.3%
4,8750.0%0.10%
-2.9%
Q1 2022$1,016,000
-6.3%
4,875
-0.6%
0.10%
-3.7%
Q4 2021$1,084,000
+9.9%
4,9050.0%0.11%
-0.9%
Q3 2021$986,000
+0.1%
4,9050.0%0.11%
-0.9%
Q2 2021$985,000
+8.4%
4,9050.0%0.11%
-3.5%
Q1 2021$909,000
+5.5%
4,9050.0%0.11%
-3.4%
Q4 2020$862,000
+12.4%
4,9050.0%0.12%
-1.7%
Q3 2020$767,000
+9.4%
4,9050.0%0.12%
+0.8%
Q2 2020$701,000
+34.5%
4,905
+11.4%
0.12%
+8.2%
Q1 2020$521,0004,4030.11%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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