Wealth Architects, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 904 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.8%.

Quarter-by-quarter ownership
Wealth Architects, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$15,508,330
-3.7%
79,249
-0.2%
2.64%
-0.7%
Q2 2023$16,098,902
+7.1%
79,414
-1.3%
2.66%
-0.2%
Q1 2023$15,032,268
+3.5%
80,468
-3.5%
2.66%
-3.1%
Q4 2022$14,520,949
+4.0%
83,358
-2.4%
2.75%
-6.0%
Q3 2022$13,966,000
-4.1%
85,388
+1.1%
2.92%
+2.8%
Q2 2022$14,556,000
-5.3%
84,455
+14.6%
2.84%
+8.9%
Q1 2022$15,370,000
+5.6%
73,719
+11.9%
2.61%
+2.3%
Q4 2021$14,561,000
+6.9%
65,883
-2.8%
2.55%
-3.4%
Q3 2021$13,618,000
-2.1%
67,777
-2.2%
2.64%
-3.0%
Q2 2021$13,905,000
+7.7%
69,268
-0.6%
2.72%
-2.5%
Q1 2021$12,911,000
+4.3%
69,675
-1.1%
2.80%
-3.0%
Q4 2020$12,376,000
+9.8%
70,420
-2.3%
2.88%
-5.8%
Q3 2020$11,270,000
+5.6%
72,042
-3.5%
3.06%
+2.1%
Q2 2020$10,676,000
+17.2%
74,657
-3.0%
2.99%
-5.3%
Q1 2020$9,112,000
-11.3%
76,941
+10.8%
3.16%
+10.3%
Q4 2019$10,270,000
+7.6%
69,468
-0.8%
2.87%
-1.3%
Q3 2019$9,549,000
+0.3%
70,041
-0.9%
2.91%
+1.4%
Q2 2019$9,518,000
+3.0%
70,653
-0.7%
2.87%
-0.5%
Q1 2019$9,238,000
+15.1%
71,171
+1.9%
2.88%
-0.1%
Q4 2018$8,024,000
-21.4%
69,855
-8.6%
2.88%
-8.5%
Q3 2018$10,209,000
+6.5%
76,468
-0.5%
3.15%
+1.5%
Q2 2018$9,589,000
+0.3%
76,861
-2.5%
3.10%
-2.0%
Q1 2018$9,560,000
-5.3%
78,869
-4.3%
3.17%
-4.4%
Q4 2017$10,100,000
+3.4%
82,395
-2.7%
3.31%
-2.5%
Q3 2017$9,771,000
+3.5%
84,667
-0.5%
3.40%
-3.3%
Q2 2017$9,444,000
+0.3%
85,073
-2.3%
3.52%
-6.1%
Q1 2017$9,415,000
+4.8%
87,112
-0.8%
3.74%
-6.5%
Q4 2016$8,986,000
+2.1%
87,777
-1.1%
4.00%
-1.7%
Q3 2016$8,797,000
+0.9%
88,725
-2.5%
4.07%
-3.6%
Q2 2016$8,718,000
+1.1%
90,957
-0.8%
4.22%
-1.9%
Q1 2016$8,619,000
+0.0%
91,678
-0.5%
4.30%
+1.0%
Q4 2015$8,617,000
+20.9%
92,155
+13.8%
4.26%
+11.3%
Q3 2015$7,129,000
+11.1%
80,971
+19.7%
3.83%
+11.0%
Q2 2015$6,415,000
-1.5%
67,658
-1.1%
3.45%
-8.0%
Q1 2015$6,511,000
-0.0%
68,388
-0.9%
3.75%
-2.0%
Q4 2014$6,514,00069,0073.83%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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