Capital Asset Advisory Services LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 563 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.51 and the average weighting 0.9%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$216,848,673
+3.4%
1,083,810
+6.3%
14.85%
+1.5%
Q2 2023$209,699,844
+10.1%
1,019,296
+0.0%
14.64%
+3.4%
Q1 2023$190,377,126
+8.2%
1,019,095
+1.7%
14.15%
+0.8%
Q4 2022$175,900,644
+9.6%
1,001,889
+2.1%
14.04%
-32.8%
Q3 2022$160,500,000
+92.4%
981,289
+102.8%
20.88%
+127.2%
Q2 2022$83,411,000
-16.3%
483,965
+1.2%
9.19%
-13.3%
Q1 2022$99,673,000
+2.0%
478,073
+8.1%
10.60%
+2.2%
Q4 2021$97,765,000
+13.0%
442,336
+2.8%
10.37%
+7.7%
Q3 2021$86,490,000
+5.8%
430,469
+5.7%
9.63%
+7.4%
Q2 2021$81,748,000
+31958.0%
407,212
+29472.4%
8.97%
+23500.0%
Q1 2021$255,000
+183.3%
1,377
+170.0%
0.04%
+137.5%
Q4 2020$90,000510
+16900.0%
0.02%
Q3 2020$030.0%0.00%
Q2 2020$030.0%0.00%
Q1 2020$0
-100.0%
3
-25.0%
0.00%
Q4 2019$1,00040.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
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