Edge Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 854 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.68 and the average weighting 0.9%.

Quarter-by-quarter ownership
Edge Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2021$124,000
+9.7%
5600.0%0.02%
+4.5%
Q3 2021$113,000
+0.9%
5600.0%0.02%
-4.3%
Q2 2021$112,000
+7.7%
5600.0%0.02%
+4.5%
Q1 2021$104,000
+6.1%
5600.0%0.02%0.0%
Q4 2020$98,000
-19.0%
560
-27.7%
0.02%
-21.4%
Q3 2020$121,000
+9.0%
7750.0%0.03%
+33.3%
Q2 2020$111,000
+52.1%
775
+27.0%
0.02%
+31.2%
Q1 2020$73,000
-18.9%
6100.0%0.02%
-11.1%
Q4 2019$90,000
-2.2%
610
-10.3%
0.02%
-14.3%
Q3 2019$92,000
+119.0%
680
+52.1%
0.02%
+40.0%
Q4 2014$42,000
+5.0%
4470.0%0.02%0.0%
Q3 2014$40,0004470.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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