VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 868 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,899,248 | -5.0% | 106,798 | -1.6% | 3.07% | -0.6% |
| Q2 2023 | $21,997,690 | +8.2% | 108,512 | -0.3% | 3.09% | +2.0% |
| Q1 2023 | $20,322,057 | +7.8% | 108,784 | +0.5% | 3.03% | -3.0% |
| Q4 2022 | $18,849,080 | -17.7% | 108,204 | -22.7% | 3.13% | -33.9% |
| Q3 2022 | $22,892,000 | +4.6% | 139,960 | +10.2% | 4.73% | +12.8% |
| Q2 2022 | $21,890,000 | +6.6% | 127,011 | +28.9% | 4.20% | +11.5% |
| Q1 2022 | $20,539,000 | +9.6% | 98,515 | +16.2% | 3.76% | +4.2% |
| Q4 2021 | $18,746,000 | +7.4% | 84,816 | -2.4% | 3.61% | -1.6% |
| Q3 2021 | $17,454,000 | -0.1% | 86,870 | -0.1% | 3.67% | 0.0% |
| Q2 2021 | $17,463,000 | +5.8% | 86,991 | -2.3% | 3.67% | -0.5% |
| Q1 2021 | $16,503,000 | +5.3% | 89,061 | -0.1% | 3.69% | -6.3% |
| Q4 2020 | $15,669,000 | +19.4% | 89,162 | +6.3% | 3.94% | -1.9% |
| Q3 2020 | $13,121,000 | +0.8% | 83,871 | -7.8% | 4.01% | -8.4% |
| Q2 2020 | $13,011,000 | +22.0% | 90,990 | +1.1% | 4.38% | +0.5% |
| Q1 2020 | $10,663,000 | – | 90,038 | – | 4.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Carlson Capital Management | 626,880 | $59,441,000 | 22.58% |
| Kistler-Tiffany Companies, LLC | 218,935 | $20,759,000 | 12.46% |
| MOLLER WEALTH PARTNERS | 178,912 | $16,964,000 | 7.70% |
| Transamerica Financial Advisors, Inc. | 1,095,715 | $103,896,000 | 7.44% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 281,273 | $26,670,000 | 6.97% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 444,742 | $42,170,000 | 5.64% |
| Financial Advisory Group | 95,337 | $9,037,000 | 4.52% |
| MONETTA FINANCIAL SERVICES INC | 76,000 | $7,206,000 | 4.09% |
| Ballentine Partners, LLC | 437,784 | $41,511,000 | 4.04% |
| Creative Planning | 4,680,415 | $443,797,000 | 4.03% |