PBMares Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 19 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.0%.

Quarter-by-quarter ownership
PBMares Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$357,998
-12.8%
1,829
-9.7%
0.13%
-12.2%
Q2 2023$410,718
+8.5%
2,0260.0%0.15%
+4.3%
Q1 2023$378,414
+6.7%
2,026
-0.4%
0.14%
-1.4%
Q4 2022$354,544
+3.7%
2,035
-2.6%
0.14%
-4.0%
Q3 2022$342,000
-5.0%
2,0900.0%0.15%
-3.2%
Q2 2022$360,000
-37.0%
2,090
-23.7%
0.15%
-56.2%
Q1 2022$571,000
-14.1%
2,738
-9.1%
0.35%
+25.3%
Q4 2021$665,000
+9.4%
3,011
-0.6%
0.28%
-3.1%
Q3 2021$608,000
+0.2%
3,028
+0.2%
0.29%
-12.4%
Q2 2021$607,000
-54.6%
3,022
-58.1%
0.33%
-69.7%
Q1 2021$1,336,000
+463.7%
7,210
+260.3%
1.09%
+192.5%
Q1 2020$237,0002,0010.37%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
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