BerganKDV Wealth Management, LLC - 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
BerganKDV Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$157,514
+8.5%
7770.0%0.02%
+6.7%
Q1 2023$145,152
+5.6%
777
-1.5%
0.02%0.0%
Q4 2022$137,444
+281.8%
789
+258.6%
0.02%
+275.0%
Q3 2022$36,000
-5.3%
2200.0%0.00%0.0%
Q2 2022$38,000
-22.4%
220
-6.0%
0.00%
-20.0%
Q1 2022$49,0000.0%234
+6.4%
0.01%0.0%
Q4 2021$49,000
+11.4%
2200.0%0.01%0.0%
Q3 2021$44,0000.0%2200.0%0.01%0.0%
Q2 2021$44,000
+7.3%
2200.0%0.01%0.0%
Q1 2021$41,000
+5.1%
2200.0%0.01%0.0%
Q4 2020$39,000
-17.0%
220
-26.7%
0.01%
-28.6%
Q3 2020$47,000
-29.9%
300
-35.9%
0.01%
-36.4%
Q2 2020$67,000
+86.1%
468
+56.0%
0.01%
+57.1%
Q1 2020$36,000
-85.7%
300
-82.4%
0.01%
-84.4%
Q4 2019$251,000
+8.2%
1,7000.0%0.04%
-2.2%
Q3 2019$232,000
-7.6%
1,700
-8.6%
0.05%
-8.0%
Q2 2019$251,000
+4.1%
1,8600.0%0.05%
+2.0%
Q1 2019$241,000
+12.6%
1,8600.0%0.05%
-2.0%
Q4 2018$214,000
-13.7%
1,8600.0%0.05%
-5.7%
Q3 2018$248,000
+6.9%
1,8600.0%0.05%
+1.9%
Q2 2018$232,000
+3.1%
1,8600.0%0.05%
-16.1%
Q1 2018$225,000
+8.2%
1,860
+9.4%
0.06%
+24.0%
Q4 2017$208,0001,7000.05%
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