AllSquare Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 413 filers reported holding VANGUARD INDEX FDS in Q4 2017. The put-call ratio across all filers is 5.00 and the average weighting 0.7%.

Quarter-by-quarter ownership
AllSquare Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$19,960
+22.4%
102
+20.0%
0.01%
+18.2%
Q2 2023$16,312
+2.7%
850.0%0.01%
+10.0%
Q1 2023$15,879
+7.2%
850.0%0.01%0.0%
Q4 2022$14,807
+5.8%
850.0%0.01%0.0%
Q3 2022$14,000
-6.7%
850.0%0.01%0.0%
Q2 2022$15,000
-16.7%
850.0%0.01%
-9.1%
Q1 2022$18,000
+38.5%
85
+41.7%
0.01%
+37.5%
Q4 2021$13,000
+8.3%
600.0%0.01%
+14.3%
Q3 2021$12,0000.0%600.0%0.01%0.0%
Q2 2021$12,000
+9.1%
600.0%0.01%0.0%
Q1 2021$11,0000.0%600.0%0.01%0.0%
Q4 2020$11,000
+22.2%
600.0%0.01%0.0%
Q3 2020$9,0000.0%600.0%0.01%0.0%
Q2 2020$9,000
+28.6%
600.0%0.01%
+16.7%
Q1 2020$7,000
-22.2%
600.0%0.01%0.0%
Q4 2019$9,000
+12.5%
600.0%0.01%0.0%
Q3 2019$8,0000.0%600.0%0.01%0.0%
Q2 2019$8,0000.0%600.0%0.01%0.0%
Q1 2019$8,000
+14.3%
600.0%0.01%0.0%
Q4 2018$7,000
-12.5%
600.0%0.01%0.0%
Q3 2018$8,000
+14.3%
600.0%0.01%
+20.0%
Q2 2018$7,0000.0%600.0%0.01%
-16.7%
Q1 2018$7,0000.0%600.0%0.01%0.0%
Q4 2017$7,0000.0%600.0%0.01%0.0%
Q3 2017$7,0000.0%600.0%0.01%
-14.3%
Q2 2017$7,000
+16.7%
600.0%0.01%
+40.0%
Q1 2017$6,0000.0%600.0%0.01%
-16.7%
Q4 2016$6,000600.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2017
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