Wellspring Financial Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 904 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.8%.

Quarter-by-quarter ownership
Wellspring Financial Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,015,808
-4.2%
5,191
-0.7%
0.30%
-1.0%
Q2 2023$1,060,212
+8.8%
5,230
+0.2%
0.30%
+3.8%
Q1 2023$974,899
+7.5%
5,219
+0.2%
0.29%
-4.3%
Q4 2022$907,034
+6.8%
5,207
+0.3%
0.30%
-3.8%
Q3 2022$849,000
-4.9%
5,193
+0.3%
0.31%
+1.0%
Q2 2022$893,000
-17.9%
5,180
-0.7%
0.31%
-3.1%
Q1 2022$1,088,000
-5.5%
5,218
+0.2%
0.32%0.0%
Q4 2021$1,151,000
+10.2%
5,209
+0.2%
0.32%
+2.2%
Q3 2021$1,044,000
+0.2%
5,198
+0.2%
0.31%
-4.3%
Q2 2021$1,042,000
+27.2%
5,189
-24.9%
0.33%
-17.0%
Q1 2021$819,000
-15.5%
6,913
+25.3%
0.40%
+16.9%
Q4 2020$969,000
+4.9%
5,516
-6.7%
0.34%
-6.6%
Q3 2020$924,000
-6.4%
5,909
-14.4%
0.36%
-11.1%
Q2 2020$987,000
+20.5%
6,900
-0.2%
0.41%
+3.0%
Q1 2020$819,0006,9130.40%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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