WealthOne, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 574 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.25 and the average weighting 0.8%.

Quarter-by-quarter ownership
WealthOne, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$211,843
-5.4%
1,045
-2.8%
0.08%
-1.3%
Q1 2022$224,000
-5.9%
1,0750.0%0.08%
-3.7%
Q4 2021$238,000
+8.7%
1,075
-1.2%
0.08%0.0%
Q3 2021$219,000
+0.5%
1,0880.0%0.08%
-3.5%
Q2 2021$218,000
+0.5%
1,088
-7.2%
0.08%
-8.6%
Q1 2021$217,000
+5.3%
1,1730.0%0.09%
-6.1%
Q4 2020$206,000
-20.2%
1,173
-35.1%
0.10%
-37.3%
Q2 2020$258,000
+20.6%
1,8070.0%0.16%
-3.7%
Q1 2020$214,000
-19.9%
1,8070.0%0.16%
-1.2%
Q4 2019$267,000
+8.5%
1,8070.0%0.17%
-5.7%
Q3 2019$246,000
+1.2%
1,8070.0%0.18%
+2.3%
Q2 2019$243,000
+3.4%
1,807
+866.3%
0.17%
-35.1%
Q1 2019$235,000
+13.0%
187
-89.7%
0.26%
+45.6%
Q4 2018$208,0001,8070.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
NameSharesValueWeighting ↓
Carlson Capital Management 685,693$62,028,00025.39%
Kistler-Tiffany Companies, LLC 169,618$15,344,00010.24%
RAYNER & HAYNOR 120,390$10,890,0008.34%
Lattice Strategies LLC 170,190$15,395,0008.25%
MOLLER WEALTH PARTNERS 182,626$16,520,0007.79%
Financial Advisory Group 128,367$11,612,0006.48%
Creative Planning 5,252,393$475,131,0005.51%
COLDSTREAM CAPITAL MANAGEMENT INC 194,542$17,598,0005.00%
Ballentine Partners, LLC 446,509$40,391,0004.79%
SIMMONS FIRST TRUST CO NA 152,885$13,830,0004.49%
View complete list of VANGUARD INDEX FDS shareholders