Perigon Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 574 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.25 and the average weighting 0.8%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$752,262
-54.3%
3,844
-52.7%
0.03%
-6.2%
Q2 2023$1,647,768
+128.0%
8,128
+110.1%
0.03%
-22.0%
Q1 2023$722,818
-4.3%
3,869
-10.7%
0.04%
+78.3%
Q4 2022$755,064
+7.3%
4,334
+0.7%
0.02%
-62.3%
Q3 2022$704,000
-5.0%
4,303
+0.1%
0.06%
-1.6%
Q2 2022$741,000
+16.0%
4,299
+40.2%
0.06%
+37.8%
Q1 2022$639,000
-5.8%
3,0670.0%0.04%
-6.2%
Q4 2021$678,000
+12.4%
3,067
+2.2%
0.05%
-7.7%
Q3 2021$603,0000.0%3,0020.0%0.05%
-3.7%
Q2 2021$603,000
+7.3%
3,002
-1.1%
0.05%
-5.3%
Q1 2021$562,000
-2.8%
3,035
-7.8%
0.06%
-14.9%
Q4 2020$578,000
+12.2%
3,2900.0%0.07%
-6.9%
Q3 2020$515,000
-5.0%
3,290
-13.3%
0.07%
-16.3%
Q2 2020$542,000
+18.1%
3,793
+5.7%
0.09%
+1.2%
Q1 2020$459,000
+9.5%
3,587
+27.4%
0.08%
-1.2%
Q4 2019$419,000
+12.6%
2,815
+4.0%
0.09%
-1.1%
Q3 2019$372,000
-6.3%
2,708
-8.0%
0.09%
-6.5%
Q2 2019$397,000
+0.5%
2,9450.0%0.09%
+1.1%
Q1 2019$395,000
+9.7%
2,945
+0.0%
0.09%0.0%
Q4 2018$360,000
-19.6%
2,944
-11.9%
0.09%
-16.4%
Q3 2018$448,000
+5.2%
3,343
-2.1%
0.11%
-14.1%
Q2 2018$426,000
+21.4%
3,416
+17.9%
0.13%
-0.8%
Q1 2018$351,000
-15.4%
2,897
-14.5%
0.13%
-16.8%
Q4 2017$415,000
+194.3%
3,389
+176.7%
0.16%
+237.0%
Q3 2017$141,000
-35.6%
1,225
-37.8%
0.05%
-4.2%
Q2 2017$219,000
+3.8%
1,969
+0.8%
0.05%
+6.7%
Q1 2017$211,0000.0%1,953
+1.1%
0.04%
-2.2%
Q4 2016$211,000
+62.3%
1,931
+47.6%
0.05%
+39.4%
Q3 2016$130,000
-2.3%
1,308
-5.4%
0.03%
-5.7%
Q2 2016$133,000
-81.1%
1,383
-67.9%
0.04%
-42.6%
Q3 2011$704,0004,3030.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
NameSharesValueWeighting ↓
Carlson Capital Management 685,693$62,028,00025.39%
Kistler-Tiffany Companies, LLC 169,618$15,344,00010.24%
RAYNER & HAYNOR 120,390$10,890,0008.34%
Lattice Strategies LLC 170,190$15,395,0008.25%
MOLLER WEALTH PARTNERS 182,626$16,520,0007.79%
Financial Advisory Group 128,367$11,612,0006.48%
Creative Planning 5,252,393$475,131,0005.51%
COLDSTREAM CAPITAL MANAGEMENT INC 194,542$17,598,0005.00%
Ballentine Partners, LLC 446,509$40,391,0004.79%
SIMMONS FIRST TRUST CO NA 152,885$13,830,0004.49%
View complete list of VANGUARD INDEX FDS shareholders