Evercore Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 691 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.49 and the average weighting 0.9%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,355,496
-21.7%
17,147
-18.9%
0.06%
-20.3%
Q2 2023$4,286,920
+8.5%
21,1470.0%0.08%0.0%
Q1 2023$3,950,471
+7.2%
21,147
-0.0%
0.08%
+2.6%
Q4 2022$3,685,201
+6.2%
21,155
-0.2%
0.08%
-1.3%
Q3 2022$3,469,000
-5.1%
21,2070.0%0.08%
+1.3%
Q2 2022$3,655,000
-17.3%
21,2070.0%0.08%
-1.3%
Q1 2022$4,421,000
-5.7%
21,2070.0%0.08%
+2.6%
Q4 2021$4,687,000
+10.0%
21,2070.0%0.08%
-1.3%
Q3 2021$4,261,000
+0.1%
21,2070.0%0.08%
-1.3%
Q2 2021$4,257,000
+7.7%
21,207
-0.6%
0.08%0.0%
Q1 2021$3,952,000
+5.4%
21,3300.0%0.08%
-3.7%
Q4 2020$3,749,000
+12.6%
21,330
+0.2%
0.08%0.0%
Q3 2020$3,329,000
+9.4%
21,2810.0%0.08%0.0%
Q2 2020$3,043,000
+20.8%
21,2810.0%0.08%
-2.4%
Q1 2020$2,520,000
-19.9%
21,2810.0%0.08%
-2.4%
Q4 2019$3,146,000
+8.4%
21,2810.0%0.08%0.0%
Q3 2019$2,901,000
+0.2%
21,281
-1.0%
0.08%
-3.4%
Q2 2019$2,896,000
+3.8%
21,5000.0%0.09%
-2.2%
Q1 2019$2,791,000
+13.0%
21,5000.0%0.09%
-3.2%
Q4 2018$2,469,000
-15.8%
21,500
-2.1%
0.09%
-1.1%
Q3 2018$2,931,000
+7.0%
21,9500.0%0.09%0.0%
Q2 2018$2,738,000
+2.9%
21,9500.0%0.09%
-7.8%
Q1 2018$2,661,000
-1.1%
21,9500.0%0.10%
+2.0%
Q4 2017$2,691,000
+3.9%
21,950
-2.2%
0.10%
-1.0%
Q3 2017$2,589,000
-3.4%
22,435
-7.0%
0.10%
-1.9%
Q2 2017$2,679,000
+1.9%
24,135
-0.8%
0.10%0.0%
Q1 2017$2,630,000
-14.4%
24,335
-18.9%
0.10%
-18.9%
Q4 2016$3,071,000
+3.2%
30,0000.0%0.13%
+3.3%
Q3 2016$2,975,00030,0000.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 679,579$119,429,00032.38%
Wealthquest Corp 661,662$116,280,00024.88%
McCarthy Grittinger Financial Group, LLC 284,266$49,956,85124.76%
JFG Wealth Management, LLC 212,857$37,407,00020.31%
Kistler-Tiffany Companies, LLC 398,161$69,973,00019.94%
National Mutual Insurance Federation of Agricultural Cooperatives 10,753,317$1,889,788,00018.51%
Berman Capital Advisors, LLC 386,221$67,874,00016.25%
Transamerica Financial Advisors, Inc. 4,460$784,00016.19%
Carlson Capital Management 474,976$85,144,00015.68%
FIDUCIENT ADVISORS LLC 225,083$39,556,00014.70%
View complete list of VANGUARD INDEX FDS shareholders