Homrich & Berg - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 497 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 0.19 and the average weighting 0.8%.

Quarter-by-quarter ownership
Homrich & Berg ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2021$2,531,000
-0.3%
12,598
-0.4%
0.06%
-3.4%
Q2 2021$2,539,000
+11.8%
12,647
+3.2%
0.06%0.0%
Q1 2021$2,271,000
+42.4%
12,258
+35.0%
0.06%
+31.1%
Q4 2020$1,595,000
+159.3%
9,077
+130.7%
0.04%
+114.3%
Q3 2020$615,000
+9.2%
3,9340.0%0.02%
-8.7%
Q2 2020$563,000
+20.8%
3,9340.0%0.02%
-11.5%
Q1 2020$466,000
-21.3%
3,934
-1.7%
0.03%
-7.1%
Q4 2019$592,000
+8.6%
4,0010.0%0.03%0.0%
Q3 2019$545,000
+1.1%
4,0010.0%0.03%
-3.4%
Q2 2019$539,000
+5.5%
4,001
+1.7%
0.03%
+7.4%
Q1 2019$511,000
+13.1%
3,9340.0%0.03%0.0%
Q4 2018$452,000
-14.2%
3,934
-0.4%
0.03%
-15.6%
Q3 2018$527,000
+6.9%
3,9510.0%0.03%
-11.1%
Q2 2018$493,000
+14.1%
3,951
+10.8%
0.04%
+20.0%
Q1 2018$432,000
-1.1%
3,5650.0%0.03%0.0%
Q4 2017$437,000
+6.3%
3,5650.0%0.03%
-6.2%
Q3 2017$411,000
+3.8%
3,5650.0%0.03%
-8.6%
Q2 2017$396,000
+2.9%
3,5650.0%0.04%
+6.1%
Q1 2017$385,000
+7.5%
3,565
+1.9%
0.03%
+3.1%
Q4 2016$358,000
+3.2%
3,5000.0%0.03%0.0%
Q3 2016$347,000
+3.6%
3,5000.0%0.03%0.0%
Q2 2016$335,000
+1.8%
3,5000.0%0.03%0.0%
Q1 2016$329,0003,5000.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2019
NameSharesValueWeighting ↓
Carlson Capital Management 685,693$62,028,00025.39%
Kistler-Tiffany Companies, LLC 169,618$15,344,00010.24%
RAYNER & HAYNOR 120,390$10,890,0008.34%
Lattice Strategies LLC 170,190$15,395,0008.25%
MOLLER WEALTH PARTNERS 182,626$16,520,0007.79%
Financial Advisory Group 128,367$11,612,0006.48%
Creative Planning 5,252,393$475,131,0005.51%
COLDSTREAM CAPITAL MANAGEMENT INC 194,542$17,598,0005.00%
Ballentine Partners, LLC 446,509$40,391,0004.79%
SIMMONS FIRST TRUST CO NA 152,885$13,830,0004.49%
View complete list of VANGUARD INDEX FDS shareholders