Arete Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 868 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.9%.

Quarter-by-quarter ownership
Arete Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$823,987
+77488.2%
4,211
-19.6%
0.14%
+52.1%
Q2 2023$1,062
+0.9%
5,239
-7.1%
0.09%
+9.3%
Q1 2023$1,053
-100.0%
5,639
-4.5%
0.09%
-4.4%
Q4 2022$1,028,849,220
+100177.7%
5,906
-5.8%
0.09%
-10.0%
Q3 2022$1,026,000
-4.0%
6,270
+1.1%
0.10%
-7.4%
Q2 2022$1,069,000
-20.3%
6,202
-3.6%
0.11%
-3.6%
Q1 2022$1,341,000
-8.1%
6,432
-2.5%
0.11%
-9.7%
Q4 2021$1,459,000
+7.8%
6,599
-2.1%
0.12%
-16.8%
Q3 2021$1,354,000
+2.6%
6,740
-5.4%
0.15%
-11.8%
Q1 2021$1,320,000
+5.4%
7,122
-1.2%
0.17%
-4.5%
Q4 2020$1,252,000
+10.2%
7,212
-1.0%
0.18%
+3.5%
Q3 2020$1,136,000
+10.1%
7,282
+0.9%
0.17%
-4.5%
Q2 2020$1,032,000
+4.1%
7,220
-6.1%
0.18%
-8.2%
Q1 2020$991,000
-14.3%
7,692
-1.6%
0.20%
-3.0%
Q4 2019$1,156,000
+7.3%
7,821
-1.0%
0.20%
-2.4%
Q3 2019$1,077,000
-0.8%
7,899
-2.0%
0.21%
-2.4%
Q2 2019$1,086,000
+0.6%
8,061
-3.1%
0.21%
-6.2%
Q1 2019$1,080,000
+12.6%
8,322
-0.3%
0.22%
-3.4%
Q4 2018$959,000
-15.0%
8,345
-1.3%
0.23%
-6.8%
Q3 2018$1,128,000
-2.1%
8,452
-8.4%
0.25%
-9.1%
Q2 2018$1,152,000
-2.4%
9,232
-5.1%
0.28%
-29.7%
Q1 2018$1,180,000
-16.4%
9,732
-15.5%
0.39%
-15.0%
Q4 2017$1,412,000
-3.0%
11,521
-8.7%
0.46%
-20.7%
Q3 2017$1,456,000
+3.6%
12,621
-0.3%
0.58%
-9.7%
Q2 2017$1,405,000
-6.8%
12,653
-9.3%
0.64%
-2.3%
Q1 2017$1,507,000
+2.6%
13,945
-2.8%
0.66%
-3.1%
Q4 2016$1,469,000
-4.0%
14,350
-7.1%
0.68%
-22.7%
Q3 2016$1,531,000
+3.4%
15,4440.0%0.88%
-5.8%
Q2 2016$1,480,000
+0.8%
15,444
-1.1%
0.93%
+6.2%
Q1 2016$1,468,000
+0.6%
15,611
+0.0%
0.88%
-0.8%
Q4 2015$1,459,000
+11.6%
15,608
+5.1%
0.88%
-13.4%
Q3 2015$1,307,000
+3.9%
14,844
+11.9%
1.02%
+20.5%
Q2 2015$1,258,000
-0.4%
13,2650.0%0.85%
+3.9%
Q1 2015$1,263,000
-6.7%
13,265
-7.4%
0.82%
-14.7%
Q4 2014$1,353,000
-22.6%
14,331
-25.8%
0.96%
-27.6%
Q3 2014$1,747,000
-7.9%
19,317
-8.3%
1.32%
-10.7%
Q2 2014$1,896,000
+12.7%
21,059
+7.6%
1.48%
-5.4%
Q1 2014$1,683,000
+0.7%
19,567
-0.7%
1.56%
-5.2%
Q4 2013$1,671,00019,7021.65%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
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