Baltimore-Washington Financial Advisors, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 869 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 2.48 and the average weighting 0.9%.

Quarter-by-quarter ownership
Baltimore-Washington Financial Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$67,483,958
-3.2%
344,851
+0.3%
5.46%
-1.7%
Q2 2023$69,706,382
+17.5%
343,855
+8.2%
5.55%
+6.3%
Q1 2023$59,345,977
+8.2%
317,681
+0.9%
5.23%
-2.6%
Q4 2022$54,848,798
-45.3%
314,861
-46.5%
5.36%
-36.4%
Q3 2022$100,352,000
+107.7%
588,763
+110.0%
8.43%
+63.0%
Q2 2022$48,318,000
+23.9%
280,349
+34.0%
5.17%
+36.0%
Q1 2022$38,985,000
-26.2%
209,248
-12.5%
3.80%
-10.8%
Q4 2021$52,832,000
+13.0%
239,037
+2.7%
4.26%
+3.6%
Q3 2021$46,751,000
+5.4%
232,685
+5.3%
4.12%
-0.3%
Q2 2021$44,358,000
+14.1%
220,964
+5.3%
4.13%
+4.2%
Q1 2021$38,878,000
+9.4%
209,811
+3.8%
3.96%
+2.2%
Q4 2020$35,534,000
+20.3%
202,200
+7.1%
3.87%
+1.3%
Q3 2020$29,547,000
+17.0%
188,874
+6.9%
3.83%
+10.0%
Q2 2020$25,262,000
+23.4%
176,663
+2.2%
3.48%
-5.7%
Q1 2020$20,474,000
-12.3%
172,881
+9.4%
3.69%
+7.6%
Q4 2019$23,357,000
+4.7%
157,989
-3.5%
3.43%
-6.4%
Q3 2019$22,312,000
+0.4%
163,668
-0.7%
3.67%
-2.0%
Q2 2019$22,215,000
+3.6%
164,900
-0.2%
3.74%
-0.3%
Q1 2019$21,451,000
+18.1%
165,266
+4.6%
3.75%
-0.0%
Q4 2018$18,156,000
-10.3%
158,072
+4.3%
3.75%
+2.5%
Q3 2018$20,241,000
+11.8%
151,607
+4.4%
3.66%
+1.9%
Q2 2018$18,110,000
+9.7%
145,158
+6.6%
3.59%
-0.3%
Q1 2018$16,510,000
+1.0%
136,213
+2.8%
3.60%
+4.9%
Q4 2017$16,346,000
+9.1%
132,550
+2.1%
3.44%
+1.0%
Q3 2017$14,981,000
+6.6%
129,822
+2.5%
3.40%
+0.7%
Q2 2017$14,055,000
+8.1%
126,603
+5.3%
3.38%
+2.1%
Q1 2017$12,996,000
+8.7%
120,230
+2.9%
3.31%
+1.1%
Q4 2016$11,957,000
+23.8%
116,807
+19.9%
3.27%
+19.1%
Q3 2016$9,659,000
+11.7%
97,410
+8.0%
2.75%
+6.8%
Q2 2016$8,648,000
+23.2%
90,228
+20.8%
2.57%
+20.8%
Q1 2016$7,022,000
+11.3%
74,694
+10.7%
2.13%
+8.0%
Q4 2015$6,308,000
+24.6%
67,470
+17.3%
1.97%
+22.7%
Q3 2015$5,064,000
-5.6%
57,517
+1.7%
1.61%
+0.8%
Q2 2015$5,362,000
-0.9%
56,557
-0.4%
1.60%
+1.3%
Q1 2015$5,408,000
+1.8%
56,810
+0.9%
1.57%
-0.3%
Q4 2014$5,312,000
+4.8%
56,282
+0.4%
1.58%
-2.8%
Q3 2014$5,069,000
-0.2%
56,032
-0.7%
1.62%
+2.8%
Q2 2014$5,080,000
+8.5%
56,435
+3.7%
1.58%
-1.1%
Q1 2014$4,680,000
+5.0%
54,410
+3.6%
1.60%
+6.0%
Q4 2013$4,456,00052,5431.51%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 1,168,061$258,165,00041.85%
JFG Wealth Management, LLC 370,172$81,815,00030.66%
James Reed Financial Services, Inc. 120,137$26,552,00025.21%
McCarthy Grittinger Financial Group, LLC 290,614$64,231,41423.80%
Wealthquest Corp 682,820$150,916,00023.15%
Transamerica Financial Advisors, Inc. 3,336$738,00019.95%
Kistler-Tiffany Companies, LLC 450,346$99,535,00019.44%
National Mutual Insurance Federation of Agricultural Cooperatives 9,747,317$2,154,352,00017.32%
FIDUCIENT ADVISORS LLC 216,037$47,749,00014.48%
Latigo Investments, LLC 83,934$18,551,00012.38%
View complete list of VANGUARD INDEX FDS shareholders