Waldron Private Wealth 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
Waldron Private Wealth LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,171
-3.5%
5,9890.0%0.06%0.0%
Q2 2023$1,214
+15.1%
5,989
+6.0%
0.06%
+19.6%
Q1 2023$1,055
+35.8%
5,648
+18.8%
0.05%
+6.2%
Q4 2022$777
-99.9%
4,7550.0%0.05%0.0%
Q3 2022$777,000
-2.3%
4,755
+3.1%
0.05%
+6.7%
Q2 2022$795,000
-17.3%
4,6130.0%0.04%
-8.2%
Q1 2022$961,000
+1.3%
4,613
+7.3%
0.05%
+4.3%
Q4 2021$949,000
+10.9%
4,298
+0.8%
0.05%
-6.0%
Q3 2021$856,000
+0.1%
4,2630.0%0.05%
-9.1%
Q2 2021$855,000
+8.4%
4,2630.0%0.06%0.0%
Q1 2021$789,000
+5.8%
4,263
+0.4%
0.06%0.0%
Q4 2020$746,000
+14.6%
4,248
+2.1%
0.06%
-1.8%
Q3 2020$651,000
+22.4%
4,162
+11.7%
0.06%
+19.1%
Q2 2020$532,000
+38.2%
3,727
+14.4%
0.05%
+14.6%
Q1 2020$385,000
-3.5%
3,259
+20.6%
0.04%
+13.9%
Q4 2019$399,000
+15.7%
2,703
+6.6%
0.04%
+2.9%
Q3 2019$345,000
+0.6%
2,5360.0%0.04%
-2.8%
Q2 2019$343,000
+3.6%
2,5360.0%0.04%
-2.7%
Q1 2019$331,000
+13.7%
2,5360.0%0.04%
-11.9%
Q4 2018$291,000
-13.9%
2,5360.0%0.04%
-36.4%
Q3 2018$338,000
+9.7%
2,536
+2.7%
0.07%
-1.5%
Q2 2018$308,000
+3.0%
2,4690.0%0.07%0.0%
Q1 2018$299,000
-1.0%
2,4690.0%0.07%
-5.6%
Q4 2017$302,000
+20.3%
2,469
+13.1%
0.07%
+1.4%
Q3 2017$251,000
+0.8%
2,183
-2.9%
0.07%
-11.4%
Q2 2017$249,000
+2.9%
2,2480.0%0.08%
+29.5%
Q1 2017$242,0002,2480.06%
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