Wade Financial Advisory, Inc - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 691 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.49 and the average weighting 0.9%.

Quarter-by-quarter ownership
Wade Financial Advisory, Inc ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$20,617,664
-4.7%
105,359
-1.3%
8.83%
+3.0%
Q2 2023$21,637,482
+7.8%
106,736
-0.6%
8.57%
+1.7%
Q1 2023$20,066,346
+7.2%
107,416
-0.0%
8.43%
-0.6%
Q4 2022$18,712,704
+6.5%
107,4210.0%8.48%
-3.7%
Q3 2022$17,570,000
-5.4%
107,421
-0.3%
8.80%
-0.0%
Q2 2022$18,564,000
-18.2%
107,714
-1.1%
8.80%
-9.6%
Q1 2022$22,697,000
+52.3%
108,866
+61.4%
9.73%
+25.6%
Q4 2021$14,907,000
+10.0%
67,448
-0.0%
7.75%
+1.3%
Q3 2021$13,557,000
-0.0%
67,474
-0.1%
7.65%
+2.9%
Q2 2021$13,559,000
+12.0%
67,544
+3.4%
7.43%
-2.8%
Q1 2021$12,105,000
+5.3%
65,325
-0.2%
7.65%
-0.9%
Q4 2020$11,498,000
+12.2%
65,425
-0.1%
7.72%
-4.4%
Q3 2020$10,244,000
+9.3%
65,485
-0.1%
8.07%
-0.4%
Q2 2020$9,373,000
+20.7%
65,5490.0%8.10%
+4.6%
Q1 2020$7,763,000
-20.0%
65,549
-0.2%
7.75%
-9.7%
Q4 2019$9,706,00065,6518.57%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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