Capital Advisors, Ltd. 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
Capital Advisors, Ltd. LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,804
-2.3%
44,992
+1.2%
1.35%
+0.2%
Q2 2023$9,010
+9.7%
44,448
+1.1%
1.35%
-0.3%
Q1 2023$8,212
+7.8%
43,958
+0.6%
1.35%
+2.0%
Q4 2022$7,615
-99.9%
43,714
+7.3%
1.32%
+2.0%
Q3 2022$6,661,000
+21.7%
40,728
+28.3%
1.30%
+26.5%
Q2 2022$5,472,000
-17.3%
31,7520.0%1.02%
-6.9%
Q1 2022$6,620,000
-5.7%
31,7520.0%1.10%
-2.7%
Q4 2021$7,018,000
+10.0%
31,7520.0%1.13%
-0.6%
Q3 2021$6,380,000
+0.1%
31,7520.0%1.14%
-0.4%
Q2 2021$6,374,000
+8.3%
31,7520.0%1.14%
+5.9%
Q1 2021$5,884,000
+4.3%
31,752
-1.0%
1.08%
-13.3%
Q4 2020$5,639,000
+12.3%
32,0860.0%1.24%
-0.6%
Q3 2020$5,020,000
+5.4%
32,086
-3.7%
1.25%
-0.5%
Q2 2020$4,765,000
+20.7%
33,3240.0%1.26%
+1.7%
Q1 2020$3,947,000
-15.8%
33,324
+5.1%
1.24%
+3.5%
Q4 2019$4,686,000
+8.4%
31,6930.0%1.20%
-0.1%
Q3 2019$4,321,000
+1.2%
31,6930.0%1.20%
-0.9%
Q2 2019$4,270,000
+3.9%
31,693
+0.1%
1.21%
+8.6%
Q1 2019$4,109,000
+13.0%
31,6600.0%1.11%
+3.5%
Q4 2018$3,636,000
-10.5%
31,660
+4.0%
1.07%
-6.5%
Q3 2018$4,063,000
+7.0%
30,4290.0%1.15%
-3.3%
Q2 2018$3,796,000
+2.9%
30,4290.0%1.19%
-0.7%
Q1 2018$3,688,000
+1.0%
30,429
+2.1%
1.19%
-0.9%
Q4 2017$3,653,000
+6.2%
29,8040.0%1.20%
-0.1%
Q3 2017$3,439,000
+3.9%
29,8040.0%1.21%
-0.8%
Q2 2017$3,309,000
+2.7%
29,8040.0%1.22%
-2.0%
Q1 2017$3,222,000
+5.6%
29,8040.0%1.24%
-1.5%
Q4 2016$3,051,000
+3.2%
29,8040.0%1.26%
-3.1%
Q3 2016$2,955,000
+3.4%
29,8040.0%1.30%
-3.1%
Q2 2016$2,857,000
+0.1%
29,804
-1.8%
1.34%
-5.6%
Q1 2016$2,854,000
+0.5%
30,3610.0%1.42%
-4.0%
Q4 2015$2,839,000
+6.2%
30,3610.0%1.48%
+0.4%
Q3 2015$2,673,000
-6.9%
30,361
+0.3%
1.47%
-0.9%
Q2 2015$2,871,000
-0.4%
30,2800.0%1.49%
-0.5%
Q1 2015$2,883,000
+1.6%
30,280
+0.7%
1.50%
-3.3%
Q4 2014$2,838,000
+4.3%
30,0710.0%1.55%
-0.1%
Q3 2014$2,720,000
-0.1%
30,071
-0.6%
1.55%
+1.3%
Q2 2014$2,724,000
+4.6%
30,2600.0%1.53%
-0.1%
Q1 2014$2,603,000
+1.4%
30,2600.0%1.53%
-10.2%
Q4 2013$2,566,00030,2601.70%
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