Connecticut Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 904 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.8%.

Quarter-by-quarter ownership
Connecticut Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$262,616
-22.0%
1,342
-19.2%
0.02%
-21.7%
Q2 2023$336,718
-21.9%
1,661
-28.0%
0.02%
-30.3%
Q1 2023$430,971
+7.2%
2,3070.0%0.03%
-2.9%
Q4 2022$401,879
+5.5%
2,307
-0.9%
0.03%
-5.6%
Q3 2022$381,000
-62.9%
2,327
-61.0%
0.04%
-60.0%
Q2 2022$1,028,000
-20.3%
5,966
-3.6%
0.09%
-9.1%
Q1 2022$1,290,000
-6.3%
6,189
-0.6%
0.10%
-7.5%
Q4 2021$1,377,000
+10.2%
6,229
+0.2%
0.11%
-1.8%
Q3 2021$1,249,000
-0.7%
6,219
-0.8%
0.11%
-1.8%
Q2 2021$1,258,000
+5.1%
6,267
-3.0%
0.11%
+1.8%
Q1 2021$1,197,000
-0.6%
6,462
-5.6%
0.11%
-14.8%
Q4 2020$1,204,000
+10.8%
6,848
-1.5%
0.13%
+6.7%
Q3 2020$1,087,000
+6.2%
6,949
-3.0%
0.12%
-5.5%
Q2 2020$1,024,000
+21.0%
7,163
+0.2%
0.13%
+0.8%
Q1 2020$846,000
-24.1%
7,147
-5.2%
0.13%
+2.4%
Q4 2019$1,114,000
+4.2%
7,536
-3.9%
0.12%
-6.8%
Q3 2019$1,069,000
-0.7%
7,842
-1.9%
0.13%
-0.8%
Q2 2019$1,077,000
+2.2%
7,993
-1.5%
0.13%
-63.2%
Q1 2019$1,054,000
+9.2%
8,117
-3.4%
0.36%
-13.8%
Q4 2018$965,000
-13.7%
8,400
+0.6%
0.42%
-15.2%
Q3 2018$1,118,000
+4.3%
8,346
-2.6%
0.49%
-3.7%
Q2 2018$1,072,000
+5.9%
8,570
+0.3%
0.51%
-10.5%
Q1 2018$1,012,000
-11.8%
8,546
-6.3%
0.57%
-7.0%
Q4 2017$1,148,000
+0.8%
9,122
-6.5%
0.62%
-7.9%
Q3 2017$1,139,000
+2.2%
9,761
-2.5%
0.67%
-1.2%
Q2 2017$1,114,000
-16.4%
10,013
-19.1%
0.68%
-16.4%
Q1 2017$1,332,000
-1.8%
12,372
-5.1%
0.81%
-6.2%
Q4 2016$1,356,000
+6.2%
13,032
+0.4%
0.86%
-5.9%
Q3 2016$1,277,00012,9760.92%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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