IEQ CAPITAL, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 869 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 2.48 and the average weighting 0.9%.

Quarter-by-quarter ownership
IEQ CAPITAL, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$22,380,216
-1.2%
114,365
+2.4%
0.46%
-0.4%
Q2 2023$22,647,440
-1.6%
111,718
-9.3%
0.46%
-14.4%
Q1 2023$23,011,048
-4.9%
123,179
-11.3%
0.53%
-21.1%
Q4 2022$24,194,845
+15.5%
138,891
+8.4%
0.68%
+17.7%
Q3 2022$20,954,000
-19.7%
128,115
-15.4%
0.58%
-27.3%
Q2 2022$26,103,000
+206.0%
151,456
+270.1%
0.79%
+289.7%
Q1 2022$8,531,000
-5.7%
40,9190.0%0.20%
-2.9%
Q4 2021$9,044,000
+12.8%
40,919
+2.5%
0.21%
-1.9%
Q3 2021$8,020,000
+0.1%
39,9190.0%0.21%
-9.4%
Q2 2021$8,014,000
+9.0%
39,919
+0.6%
0.24%
-22.7%
Q1 2021$7,352,000
+23.5%
39,675
+17.1%
0.30%
+14.7%
Q4 2020$5,954,000
+12.3%
33,8800.0%0.26%
-7.0%
Q3 2020$5,300,000
+7.9%
33,880
-1.3%
0.28%
-10.7%
Q2 2020$4,911,000
+36.2%
34,342
+12.8%
0.32%
+10.4%
Q1 2020$3,605,00030,4400.29%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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