ATTICUS WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 716 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.41 and the average weighting 0.9%.

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Quarter-by-quarter ownership
ATTICUS WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,159,797
-8.9%
16,147
-5.6%
1.21%
-5.2%
Q2 2023$3,466,781
+7.6%
17,101
-0.8%
1.28%
+3.7%
Q1 2023$3,221,575
+1.4%
17,245
-5.5%
1.23%
-5.7%
Q4 2022$3,178,647
+1.3%
18,247
+0.2%
1.31%
-13.9%
Q3 2022$3,138,0000.0%18,2090.0%1.52%
+16.4%
Q2 2022$3,138,000
-17.3%
18,209
+0.1%
1.30%
-5.9%
Q1 2022$3,794,000
-1.5%
18,196
+4.4%
1.38%
-7.9%
Q4 2021$3,853,000
+16.0%
17,433
+5.5%
1.50%
+3.1%
Q3 2021$3,321,000
+4.6%
16,531
+4.6%
1.46%
+5.5%
Q2 2021$3,174,000
+9.9%
15,810
+1.4%
1.38%
+0.4%
Q1 2021$2,889,000
+0.9%
15,590
-4.3%
1.38%
-4.5%
Q4 2020$2,862,000
+16.6%
16,283
+3.8%
1.44%
-1.5%
Q3 2020$2,454,000
-17.4%
15,688
-24.5%
1.46%
-25.4%
Q2 2020$2,971,000
+24.8%
20,777
+3.4%
1.96%
+2.2%
Q1 2020$2,380,000
-25.5%
20,099
-6.9%
1.92%
-5.7%
Q4 2019$3,193,000–21,599–2.04%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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