CARY STREET PARTNERS INVESTMENT ADVISORY LLC - VANGUARD INDEX FDS ownership

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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%.

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Quarter-by-quarter ownership
CARY STREET PARTNERS INVESTMENT ADVISORY LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,729,201
-1.6%
47,420
+99.9%
0.25%
-17.8%
Q2 2023$4,808,437
+12.1%
23,720
+3.3%
0.31%
+0.3%
Q1 2023$4,288,193
+8.4%
22,955
+1.0%
0.31%
+5.8%
Q4 2022$3,957,482
+127.6%
22,718
+113.7%
0.29%
+103.5%
Q3 2022$1,739,000
-5.7%
10,630
-0.6%
0.14%
-8.3%
Q2 2022$1,844,000
-20.6%
10,699
-3.9%
0.16%
-75.5%
Q1 2022$2,321,000
-0.7%
11,133
+5.3%
0.64%
-1.7%
Q4 2021$2,337,000
+18.1%
10,573
+7.4%
0.65%0.0%
Q3 2021$1,978,000
-0.9%
9,845
-0.9%
0.65%
+0.5%
Q2 2021$1,995,000
+15.3%
9,938
+6.4%
0.64%
-9.4%
Q1 2021$1,730,000
+8.1%
9,338
+2.6%
0.71%
+131.2%
Q4 2020$1,600,000
-25.8%
9,105
-33.9%
0.31%
-32.5%
Q3 2020$2,156,000
+123.4%
13,780
+104.1%
0.46%
-66.7%
Q2 2020$965,000
-6.3%
6,753
-3.1%
1.37%
+21.3%
Q4 2019$1,030,000
+35.9%
6,968
+5.5%
1.13%
+53.2%
Q4 2018$758,000–6,607–0.74%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 679,579$119,429,00032.38%
Wealthquest Corp 661,662$116,280,00024.88%
McCarthy Grittinger Financial Group, LLC 284,266$49,956,85124.76%
JFG Wealth Management, LLC 212,857$37,407,00020.31%
Kistler-Tiffany Companies, LLC 398,161$69,973,00019.94%
National Mutual Insurance Federation of Agricultural Cooperatives 10,753,317$1,889,788,00018.51%
Berman Capital Advisors, LLC 386,221$67,874,00016.25%
Transamerica Financial Advisors, Inc. 4,460$784,00016.19%
Carlson Capital Management 474,976$85,144,00015.68%
FIDUCIENT ADVISORS LLC 225,083$39,556,00014.70%
View complete list of VANGUARD INDEX FDS shareholders