Jackson, Grant Investment Advisers, Inc. - 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
Jackson, Grant Investment Advisers, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$49,056
-3.5%
2510.0%0.02%0.0%
Q2 2023$50,818
+8.5%
2510.0%0.02%
+9.1%
Q1 2023$46,830
+7.2%
2510.0%0.02%
+4.8%
Q4 2022$43,669
+6.5%
2510.0%0.02%0.0%
Q3 2022$41,000
-4.7%
2510.0%0.02%0.0%
Q2 2022$43,000
-17.3%
2510.0%0.02%
-4.5%
Q1 2022$52,000
+4.0%
2510.0%0.02%0.0%
Q3 2021$50,0000.0%2510.0%0.02%0.0%
Q2 2021$50,000
+8.7%
2510.0%0.02%
+4.8%
Q1 2021$46,000
+4.5%
2510.0%0.02%
-4.5%
Q4 2020$44,000
+12.8%
2510.0%0.02%
-4.3%
Q3 2020$39,000
+8.3%
2510.0%0.02%0.0%
Q2 2020$36,000
+20.0%
2510.0%0.02%
+4.5%
Q1 2020$30,000
-18.9%
2510.0%0.02%
+10.0%
Q4 2019$37,000
+8.8%
251
+0.8%
0.02%
+5.3%
Q3 2019$34,000
+3.0%
249
+0.8%
0.02%0.0%
Q2 2019$33,000
+3.1%
247
+0.4%
0.02%0.0%
Q1 2019$32,000
+14.3%
2460.0%0.02%
-5.0%
Q4 2018$28,000
-12.5%
246
+1.2%
0.02%0.0%
Q3 2018$32,000
+6.7%
2430.0%0.02%
-4.8%
Q2 2018$30,000
+3.4%
243
+0.4%
0.02%
+5.0%
Q1 2018$29,000
-3.3%
242
+0.4%
0.02%0.0%
Q4 2017$30,000
+7.1%
241
+0.4%
0.02%0.0%
Q3 2017$28,0002400.02%
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