FORTEM FINANCIAL GROUP, 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
FORTEM FINANCIAL GROUP, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,650,645
-3.5%
8,4350.0%0.97%
-4.4%
Q2 2023$1,709,943
+8.5%
8,4350.0%1.01%
-1.3%
Q1 2023$1,575,742
+7.2%
8,4350.0%1.03%
+19.2%
Q4 2022$1,469,377
+6.5%
8,4350.0%0.86%
-9.8%
Q3 2022$1,380,000
-5.1%
8,4350.0%0.96%
+0.5%
Q2 2022$1,454,000
-14.4%
8,435
+3.6%
0.95%
+27.9%
Q1 2022$1,698,000
+8.7%
8,145
+15.3%
0.74%
+4.4%
Q4 2021$1,562,000
+10.1%
7,0650.0%0.71%
-1.0%
Q3 2021$1,419,000
+0.1%
7,0650.0%0.72%0.0%
Q2 2021$1,418,000
+8.3%
7,0650.0%0.72%
-5.1%
Q1 2021$1,309,000
+3.8%
7,065
-1.5%
0.76%
+0.4%
Q4 2020$1,261,000
+12.4%
7,1750.0%0.76%
-7.0%
Q3 2020$1,122,000
+15.2%
7,175
+5.4%
0.81%
+8.0%
Q2 2020$974,000
+35.7%
6,810
+12.4%
0.75%
+15.0%
Q1 2020$718,000
-28.3%
6,060
-10.6%
0.65%
-12.0%
Q4 2019$1,002,000
+14.6%
6,777
+5.7%
0.74%
-0.3%
Q3 2019$874,000
+2.5%
6,413
+1.3%
0.74%
-13.1%
Q2 2019$853,0006,3330.86%
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