PATHSTONE FAMILY OFFICE, 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
PATHSTONE FAMILY OFFICE, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$183,565,379
-3.8%
938,044
-0.4%
1.40%
-50.8%
Q2 2023$190,757,716
+3.6%
941,475
-4.8%
2.85%
-4.7%
Q1 2023$184,183,479
-47.5%
988,477
-51.2%
2.99%
-0.1%
Q4 2022$350,583,230
+6.4%
2,024,204
+0.4%
2.99%
+0.4%
Q3 2022$329,519,943
+84.9%
2,015,464
+94.9%
2.98%
-24.2%
Q2 2022$178,261,771
-11.3%
1,034,302
+7.4%
3.93%
-16.2%
Q1 2022$200,884,000
-6.7%
962,741
-0.7%
4.68%
-12.7%
Q4 2021$215,359,000
+7.5%
969,692
-2.7%
5.37%
-8.2%
Q3 2021$200,254,000
-0.3%
996,687
-0.4%
5.85%
-3.0%
Q2 2021$200,941,000
+6.9%
1,000,953
-1.3%
6.03%
-5.1%
Q1 2021$187,931,000
+3.4%
1,014,197
-1.9%
6.35%
-14.9%
Q4 2020$181,729,000
+1651981.8%
1,034,076
+1342855.8%
7.46%
+746200.0%
Q2 2020$11,000
-35.3%
77
-38.4%
0.00%
-80.0%
Q3 2018$17,000
+13.3%
125
-6.0%
0.01%
-64.3%
Q3 2017$15,0000.0%133
+0.8%
0.01%
+133.3%
Q2 2017$15,000
+7.1%
1320.0%0.01%
-25.0%
Q1 2017$14,000
+7.7%
132
+1.5%
0.01%
-38.5%
Q3 2016$13,000
+8.3%
1300.0%0.01%
+18.2%
Q2 2016$12,0000.0%130
+0.8%
0.01%
-54.2%
Q1 2016$12,0000.0%129
+0.8%
0.02%
-57.1%
Q4 2015$12,000
+9.1%
128
+0.8%
0.06%
+86.7%
Q3 2015$11,000
-8.3%
127
+0.8%
0.03%
+50.0%
Q2 2015$12,0000.0%1260.0%0.02%
+5.3%
Q1 2015$12,0000.0%1260.0%0.02%
-53.7%
Q4 2014$12,000
-45.5%
126
-49.6%
0.04%
+36.7%
Q3 2014$22,000
-12.0%
250
-8.8%
0.03%
-57.7%
Q2 2014$25,000
-10.7%
274
-15.4%
0.07%
-2.7%
Q1 2014$28,000
+3.7%
324
+0.3%
0.07%
+23.7%
Q4 2013$27,000
+170.0%
323
+162.6%
0.06%
+37.2%
Q3 2013$10,000
+11.1%
123
+0.8%
0.04%
+330.0%
Q2 2013$9,0001220.01%
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