Biltmore Family Office, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 868 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.9%.

Quarter-by-quarter ownership
Biltmore Family Office, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,159,449
+1.7%
46,806
+5.3%
2.08%
+9.1%
Q2 2023$9,007,368
+5.8%
44,433
-2.5%
1.90%
+6.2%
Q1 2023$8,510,522
-8.1%
45,557
-14.3%
1.79%
-5.8%
Q4 2022$9,257,426
+1.0%
53,143
-5.2%
1.90%
-9.3%
Q3 2022$9,170,000
-2.3%
56,066
+3.0%
2.10%
-10.4%
Q2 2022$9,387,000
-3.5%
54,459
+16.7%
2.34%
+12.6%
Q1 2022$9,729,000
+11.1%
46,662
+17.7%
2.08%
+25.0%
Q4 2021$8,759,000
+12.8%
39,630
+2.6%
1.67%
-11.1%
Q3 2021$7,763,000
+4.9%
38,637
+4.8%
1.88%
-10.8%
Q2 2021$7,402,000
+10.1%
36,870
+1.6%
2.10%
+0.3%
Q1 2021$6,724,000
+7.5%
36,286
+2.0%
2.09%
+11.5%
Q4 2020$6,252,000
+11.6%
35,573
-0.7%
1.88%
-40.0%
Q3 2020$5,603,000
-4.8%
35,813
-13.0%
3.13%
-11.7%
Q2 2020$5,884,000
+11.2%
41,144
-7.9%
3.54%
+1.9%
Q1 2020$5,291,000
-19.5%
44,680
+0.5%
3.48%
+31.6%
Q4 2019$6,573,000
+1.4%
44,461
-6.5%
2.64%
-5.6%
Q3 2019$6,480,000
-0.5%
47,535
-1.3%
2.80%
-20.6%
Q2 2019$6,515,000
+2.1%
48,151
-1.5%
3.53%
+8.8%
Q1 2019$6,381,000
+15.6%
48,872
+1.7%
3.24%
+4.0%
Q4 2018$5,522,000
+2.3%
48,072
+19.5%
3.12%
+21.3%
Q3 2018$5,396,000
+9.6%
40,222
+1.9%
2.57%
+4.9%
Q2 2018$4,923,000
+11.3%
39,461
+8.1%
2.45%
+24.6%
Q1 2018$4,423,000
+24.0%
36,491
+25.4%
1.96%
+21.8%
Q4 2017$3,567,00029,0971.61%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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