Sage Financial Management Group, Inc. - 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
Sage Financial Management Group, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,325
+59.4%
22,104
+52.1%
2.60%
+19.0%
Q1 2023$2,714
-35.8%
14,530
-40.1%
2.19%
-25.9%
Q4 2022$4,225
-99.8%
24,252
+55.3%
2.95%
+31.1%
Q3 2022$2,555,000
-42.4%
15,621
-39.3%
2.25%
-27.4%
Q2 2022$4,433,000
-17.3%
25,7190.0%3.10%
-15.6%
Q1 2022$5,362,000
-5.7%
25,719
-0.0%
3.68%
-3.0%
Q4 2021$5,685,000
+11.4%
25,720
-6.6%
3.79%
-3.6%
Q1 2021$5,103,000
-3.2%
27,540
-8.2%
3.93%
-4.9%
Q4 2020$5,269,00029,9844.13%
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