Pensionmark Financial Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 745 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.60 and the average weighting 0.8%.

Quarter-by-quarter ownership
Pensionmark Financial Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$6,272,339
+1169.0%
25,128
+1118.6%
0.39%
+450.7%
Q1 2024$494,277
+35.9%
2,062
+23.7%
0.07%
+51.1%
Q4 2023$363,669
+11.8%
1,667
+0.3%
0.05%
-26.6%
Q3 2023$325,328
-3.6%
1,662
-0.2%
0.06%
-1.5%
Q2 2023$337,520
+8.6%
1,665
+0.1%
0.06%0.0%
Q1 2023$310,935
-10.9%
1,664
-17.0%
0.06%
-18.8%
Q4 2022$349,032
-72.5%
2,004
-74.2%
0.08%
-73.4%
Q3 2022$1,268,000
-13.0%
7,753
+1.0%
0.30%
-1.6%
Q2 2022$1,457,000
-11.2%
7,675
-2.4%
0.31%
-10.0%
Q1 2022$1,640,000
+0.5%
7,864
+0.1%
0.34%
-0.3%
Q4 2021$1,632,000
-3.9%
7,853
-7.1%
0.34%
-11.2%
Q3 2021$1,698,000
-24.3%
8,453
-24.4%
0.38%
-25.1%
Q2 2021$2,243,000
+6.0%
11,174
+0.8%
0.51%
+0.6%
Q1 2021$2,116,000
-2.4%
11,082
-5.3%
0.51%
-7.1%
Q4 2020$2,169,000
+823.0%
11,697
+678.2%
0.55%
+586.2%
Q3 2020$235,0001,5030.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Carlson Capital Management 612,308$60,716,00021.00%
Kistler-Tiffany Companies, LLC 309,235$30,664,00015.13%
Verus Financial Partners, Inc. 262,598$26,039,00011.58%
Sullivan, Bruyette, Speros & Blaney, LLC 1,047,967$103,916,00010.46%
MATHER GROUP, LLC. 468,725$46,479,0008.73%
COLDSTREAM CAPITAL MANAGEMENT INC 460,427$45,656,0008.09%
Transamerica Financial Advisors, Inc. 711,311$70,534,0007.65%
MOLLER WEALTH PARTNERS 142,693$14,149,0006.51%
C-J Advisory, Inc. 70,719$7,013,0006.25%
Catalyst Capital Advisors LLC 535,170$53,067,0005.85%
View complete list of VANGUARD INDEX FDS shareholders