Annex Advisory Services, 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
Annex Advisory Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$395,894
-3.5%
2,0230.0%0.02%
+4.3%
Q2 2023$410,116
+7.5%
2,023
-0.9%
0.02%
+15.0%
Q1 2023$381,479
+14.8%
2,042
+7.0%
0.02%
+5.3%
Q4 2022$332,385
+1.3%
1,908
-4.7%
0.02%
-13.6%
Q3 2022$328,000
-3.8%
2,003
+1.3%
0.02%
-12.0%
Q2 2022$341,000
-31.1%
1,977
-16.7%
0.02%
-30.6%
Q1 2022$495,000
+14.3%
2,374
+21.2%
0.04%
+20.0%
Q4 2021$433,000
+28.5%
1,959
+16.5%
0.03%
+7.1%
Q3 2021$337,000
-11.8%
1,681
-11.5%
0.03%
-9.7%
Q2 2021$382,000
+9.5%
1,899
+0.8%
0.03%
-8.8%
Q1 2021$349,000
+9.4%
1,884
+3.8%
0.03%
+9.7%
Q4 2020$319,000
+17.3%
1,815
+4.5%
0.03%
-11.4%
Q3 2020$272,000
+9.7%
1,7370.0%0.04%0.0%
Q2 2020$248,0001,7370.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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