HighMark Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 850 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 1.39 and the average weighting 0.9%.

Quarter-by-quarter ownership
HighMark Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$326,323
-3.5%
1,6680.0%0.27%
+6.7%
Q2 2023$338,046
+8.5%
1,6680.0%0.25%
+4.5%
Q1 2023$311,516
+7.2%
1,6680.0%0.24%
+11.0%
Q4 2022$290,488
+6.4%
1,6680.0%0.22%
-6.0%
Q3 2022$273,000
-17.5%
1,668
-13.2%
0.23%
-12.4%
Q2 2022$331,000
-17.5%
1,9220.0%0.27%
-0.7%
Q1 2022$401,000
-5.6%
1,9220.0%0.27%
-0.4%
Q4 2021$425,000
-3.2%
1,922
-12.1%
0.27%
-16.7%
Q3 2021$439,0000.0%2,1860.0%0.32%0.0%
Q2 2021$439,000
+8.4%
2,1860.0%0.32%0.0%
Q1 2021$405,000
+5.5%
2,1860.0%0.32%
-2.1%
Q4 2020$384,000
+6.4%
2,186
-5.2%
0.33%
+1.5%
Q3 2020$361,000
+9.4%
2,3070.0%0.32%
-10.5%
Q2 2020$330,000
+20.9%
2,3070.0%0.36%
+10.3%
Q1 2020$273,000
-19.9%
2,307
+0.0%
0.33%
-9.6%
Q4 2019$341,0002,3060.36%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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