HOWARD WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 691 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.49 and the average weighting 0.9%.

Quarter-by-quarter ownership
HOWARD WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,308,188
-0.7%
6,685
+2.8%
1.21%
+5.5%
Q2 2023$1,317,680
+9.0%
6,500
+0.4%
1.14%
+13.4%
Q1 2023$1,209,221
+6.4%
6,473
-0.8%
1.01%
+8.2%
Q4 2022$1,136,132
+31.5%
6,522
+23.4%
0.93%
+52.3%
Q3 2022$864,000
-17.4%
5,285
-13.0%
0.61%
-44.8%
Q2 2022$1,046,000
-19.5%
6,073
-2.7%
1.11%
+56.5%
Q1 2022$1,300,000
-0.1%
6,239
+6.0%
0.71%
+3.2%
Q4 2021$1,301,000
+17.3%
5,887
+6.6%
0.69%
+10.6%
Q3 2021$1,109,000
+6.3%
5,520
+6.2%
0.62%
+8.0%
Q2 2021$1,043,000
+15.4%
5,198
+6.5%
0.57%
+8.7%
Q1 2021$904,000
+53.2%
4,879
+45.3%
0.53%
+43.5%
Q4 2020$590,000
+63.9%
3,358
+45.6%
0.37%
+43.2%
Q3 2020$360,000
+35.3%
2,307
+23.9%
0.26%
+18.4%
Q2 2020$266,000
+548.8%
1,862
+567.4%
0.22%
+538.2%
Q4 2019$41,0002790.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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