Financial Advisory Group - 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
Financial Advisory Group ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,440,174
-4.0%
48,240
-0.6%
1.94%
+0.1%
Q2 2023$9,834,985
+8.3%
48,515
-0.2%
1.94%
+6.1%
Q1 2023$9,077,057
+106475.8%
48,590
-0.6%
1.83%
+1.4%
Q4 2022$8,517
-99.9%
48,889
-15.9%
1.81%
-15.6%
Q3 2022$9,505,000
+13.7%
58,112
+19.8%
2.14%
+20.5%
Q2 2022$8,361,000
-18.3%
48,512
-1.2%
1.78%
-10.5%
Q1 2022$10,232,000
-5.7%
49,078
-0.1%
1.99%
-7.1%
Q4 2021$10,856,000
+9.4%
49,118
-0.6%
2.14%
-2.7%
Q3 2021$9,925,000
-0.4%
49,398
-0.5%
2.20%
-7.8%
Q2 2021$9,965,000
+5.9%
49,638
-2.3%
2.38%
-1.1%
Q1 2021$9,413,000
+46.6%
50,798
+100.4%
2.41%
+43.9%
Q4 2020$6,422,000
-22.0%
25,348
-51.8%
1.67%
-37.1%
Q3 2020$8,229,000
+5.1%
52,599
-3.9%
2.66%
-1.2%
Q2 2020$7,830,000
+20.7%
54,756
+0.0%
2.69%
+27.2%
Q1 2020$6,485,000
-23.9%
54,754
-5.0%
2.12%
-5.4%
Q4 2019$8,523,000
-10.1%
57,653
-17.1%
2.24%
-14.9%
Q3 2019$9,476,000
-6.2%
69,509
-5.8%
2.63%
-1.7%
Q2 2019$10,106,000
+6.9%
73,802
+1.3%
2.67%
+2.5%
Q1 2019$9,453,000
+9.7%
72,829
-2.9%
2.61%
-1.5%
Q4 2018$8,614,000
-15.2%
74,994
-1.5%
2.65%
-1.3%
Q3 2018$10,160,000
+6.6%
76,101
-0.4%
2.68%
+1.6%
Q2 2018$9,534,000
+0.2%
76,422
-2.6%
2.64%
-8.2%
Q1 2018$9,513,000
-3.3%
78,480
-2.2%
2.88%
-2.2%
Q4 2017$9,837,000
+5.2%
80,253
-1.0%
2.94%
-7.3%
Q3 2017$9,353,000
+2.6%
81,047
-1.3%
3.17%
+3.2%
Q2 2017$9,119,000
+1.5%
82,134
-1.2%
3.07%
-1.2%
Q1 2017$8,984,000
+3.5%
83,116
-2.0%
3.11%
-7.1%
Q4 2016$8,679,000
+2.6%
84,778
-0.7%
3.35%
-7.8%
Q3 2016$8,463,000
-1.1%
85,348
-4.4%
3.63%
-12.8%
Q2 2016$8,554,000
+1.6%
89,244
-0.4%
4.16%
+2.1%
Q1 2016$8,420,000
-5.1%
89,565
-5.7%
4.08%
-4.7%
Q4 2015$8,877,000
+7.5%
94,938
+1.2%
4.28%
+4.5%
Q3 2015$8,260,000
-8.6%
93,815
-1.6%
4.10%
-9.4%
Q2 2015$9,037,000
-17.2%
95,337
-16.8%
4.52%
-14.8%
Q1 2015$10,914,000
-1.6%
114,646
-2.4%
5.31%
-8.8%
Q4 2014$11,091,000
-4.5%
117,504
-8.5%
5.82%
-10.3%
Q3 2014$11,612,000
-2.7%
128,367
-3.2%
6.48%
-4.4%
Q2 2014$11,934,000
+1.9%
132,582
-2.6%
6.78%
+3.7%
Q1 2014$11,711,000
+2.5%
136,145
+1.0%
6.54%
+0.5%
Q4 2013$11,426,000
+11.5%
134,737
+1.7%
6.51%
+1.6%
Q3 2013$10,248,000
+7.0%
132,511
+1.6%
6.41%
+5.0%
Q2 2013$9,575,000130,4296.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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