Shorepoint Capital Partners 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
Shorepoint Capital Partners LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$248,458
-3.5%
1,2700.0%0.07%0.0%
Q2 2023$257,393
+9.7%
1,270
+1.0%
0.07%
+9.0%
Q1 2023$234,731
+113296.6%
1,257
+5.8%
0.07%
+17.5%
Q4 2022$207
-99.9%
1,188
+1.9%
0.06%
-32.9%
Q2 2022$201,000
-20.2%
1,166
-3.5%
0.08%
-19.0%
Q1 2022$252,000
+2.0%
1,208
+8.1%
0.10%
+5.0%
Q4 2021$247,000
+7.9%
1,117
-1.9%
0.10%
-2.9%
Q3 2021$229,0001,1390.10%
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