Cresset Asset Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 820 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.6%.

Quarter-by-quarter ownership
Cresset Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,255,217
-4.5%
24,857
+0.9%
0.01%
+225.0%
Q2 2023$3,409,082
+169.7%
24,636
+161.3%
0.00%
-84.0%
Q1 2023$1,264,140
+55.2%
9,428
+4.1%
0.02%
+150.0%
Q4 2022$814,649
-45.9%
9,055
-26.8%
0.01%
-47.4%
Q3 2022$1,507,000
-5.8%
12,374
-0.1%
0.02%
-5.0%
Q2 2022$1,599,000
+14.1%
12,382
+32.2%
0.02%
+33.3%
Q1 2022$1,401,000
+10.5%
9,368
+11.2%
0.02%
+25.0%
Q4 2021$1,268,000
-13.4%
8,427
-19.7%
0.01%
-40.0%
Q3 2021$1,465,000
+70.3%
10,494
+71.5%
0.02%
+66.7%
Q2 2021$860,000
+27.6%
6,120
+22.3%
0.01%
+9.1%
Q1 2021$674,000
+14.0%
5,005
+0.8%
0.01%
+10.0%
Q4 2020$591,000
+18.9%
4,964
+1.2%
0.01%
+11.1%
Q3 2020$497,000
-35.8%
4,904
-39.3%
0.01%
-47.1%
Q2 2020$774,000
-44.9%
8,085
-53.2%
0.02%
-60.5%
Q1 2020$1,405,000
+321.9%
17,286
+518.9%
0.04%
+377.8%
Q4 2019$333,000
-18.0%
2,793
-22.4%
0.01%
-25.0%
Q3 2019$406,000
+63.7%
3,597
+62.3%
0.01%
+50.0%
Q2 2019$248,0002,2160.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 101,837$15,242,00015.29%
STEPHENS GROUP ASSET MANAGEMENT, LLC 892,916$133,643,00013.41%
Dougherty Wealth Advisers LLC 58,270$8,721,00013.16%
Eagle Strategies LLC 180,949$27,083,00010.58%
Waverly Advisors, LLC 815,938$122,121,00010.33%
BHK Investment Advisors, LLC 154,596$23,138,0009.68%
Amtrust Financial Services, Inc. 147,000$22,001,0008.04%
Trust Co 273,567$40,944,0007.99%
INSPIRION WEALTH ADVISORS, LLC 245,248$36,706,0007.51%
Marotta Asset Management 214,445$32,095,983,0007.46%
View complete list of VANGUARD INDEX FDS shareholders