FLAGSHIP HARBOR ADVISORS, 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
FLAGSHIP HARBOR ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,660,733
+0.6%
18,707
+4.2%
0.30%
+1.0%
Q2 2023$3,638,202
+6.0%
17,947
-2.3%
0.30%
-6.8%
Q1 2023$3,431,956
+27.0%
18,371
+18.4%
0.32%
+16.6%
Q4 2022$2,702,166
+15.7%
15,512
+8.7%
0.28%
+2.2%
Q3 2022$2,335,000
-4.6%
14,274
+0.5%
0.27%
-1.5%
Q2 2022$2,448,000
-17.1%
14,204
+0.3%
0.28%
-3.5%
Q1 2022$2,953,000
+16.6%
14,162
+23.6%
0.28%
+18.8%
Q4 2021$2,533,000
+182.7%
11,462
+156.8%
0.24%
+150.0%
Q3 2021$896,0000.0%4,4640.0%0.10%0.0%
Q2 2021$896,000
+9.3%
4,464
+0.8%
0.10%
+3.2%
Q1 2021$820,000
+5.4%
4,428
+0.0%
0.09%
-3.1%
Q4 2020$778,000
+12.4%
4,427
+0.1%
0.10%
+3.2%
Q3 2020$692,000
+9.0%
4,424
-0.4%
0.09%0.0%
Q2 2020$635,000
+18.5%
4,443
-1.9%
0.09%
-13.1%
Q1 2020$536,000
-17.5%
4,527
+3.0%
0.11%
-6.1%
Q4 2019$650,000
+8.7%
4,397
+0.2%
0.11%
-2.6%
Q3 2019$598,000
+3.1%
4,387
+1.7%
0.12%
-2.5%
Q2 2019$580,000
+8.4%
4,312
+4.5%
0.12%
+9.1%
Q1 2019$535,000
+21.3%
4,127
+7.3%
0.11%
+2.8%
Q4 2018$441,000
-25.8%
3,847
-13.3%
0.11%
-2.7%
Q3 2018$594,000
+4.4%
4,437
-2.8%
0.11%
-3.5%
Q2 2018$569,000
+4.8%
4,566
-0.5%
0.11%
-29.2%
Q1 2018$543,000
+9.7%
4,589
+16.7%
0.16%
+13.4%
Q4 2017$495,000
+4.2%
3,932
-3.6%
0.14%
-7.8%
Q3 2017$475,000
-4.8%
4,077
-9.2%
0.15%
-11.0%
Q2 2017$499,000
+5.7%
4,492
+2.5%
0.17%
-3.9%
Q1 2017$472,000
+3.5%
4,384
+0.2%
0.18%
-8.6%
Q4 2016$456,0004,3770.20%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 679,579$119,429,00032.38%
Wealthquest Corp 661,662$116,280,00024.88%
McCarthy Grittinger Financial Group, LLC 284,266$49,956,85124.76%
JFG Wealth Management, LLC 212,857$37,407,00020.31%
Kistler-Tiffany Companies, LLC 398,161$69,973,00019.94%
National Mutual Insurance Federation of Agricultural Cooperatives 10,753,317$1,889,788,00018.51%
Berman Capital Advisors, LLC 386,221$67,874,00016.25%
Transamerica Financial Advisors, Inc. 4,460$784,00016.19%
Carlson Capital Management 474,976$85,144,00015.68%
FIDUCIENT ADVISORS LLC 225,083$39,556,00014.70%
View complete list of VANGUARD INDEX FDS shareholders