KCS Wealth Advisory - 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
KCS Wealth Advisory ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$339,556
+8.5%
1,6750.0%0.12%0.0%
Q1 2023$312,907
+7.2%
1,6750.0%0.12%
-2.5%
Q4 2022$291,785
-36.4%
1,675
-40.4%
0.12%
-42.9%
Q3 2022$459,000
-12.4%
2,809
-7.5%
0.21%
-9.0%
Q2 2022$524,000
-96.3%
3,038
+2821.2%
0.23%
+2230.0%
Q3 2019$14,178,0001040.01%
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