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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,380,397 | -1.8% | 27,494 | +1.7% | 2.99% | -2.2% |
| Q2 2023 | $5,479,621 | +8.5% | 27,030 | 0.0% | 3.06% | +1.2% |
| Q1 2023 | $5,049,567 | +8.0% | 27,030 | +0.7% | 3.02% | +0.2% |
| Q4 2022 | $4,674,396 | +0.5% | 26,833 | -5.7% | 3.02% | -7.5% |
| Q3 2022 | $4,653,000 | -3.8% | 28,450 | +1.3% | 3.26% | -5.4% |
| Q2 2022 | $4,839,000 | -6.6% | 28,079 | +13.0% | 3.45% | -5.0% |
| Q1 2022 | $5,180,000 | -5.7% | 24,846 | 0.0% | 3.63% | -3.4% |
| Q4 2021 | $5,492,000 | -15.9% | 24,846 | -23.6% | 3.76% | +59.4% |
| Q3 2021 | $6,530,000 | +0.1% | 32,501 | 0.0% | 2.36% | -12.3% |
| Q2 2021 | $6,523,000 | +8.3% | 32,501 | 0.0% | 2.68% | -18.7% |
| Q1 2021 | $6,022,000 | +5.2% | 32,501 | -0.2% | 3.30% | -9.6% |
| Q4 2020 | $5,723,000 | – | 32,566 | – | 3.65% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Carlson Capital Management | 626,880 | $59,441,000 | 22.58% |
| Kistler-Tiffany Companies, LLC | 218,935 | $20,759,000 | 12.46% |
| MOLLER WEALTH PARTNERS | 178,912 | $16,964,000 | 7.70% |
| Transamerica Financial Advisors, Inc. | 1,095,715 | $103,896,000 | 7.44% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 281,273 | $26,670,000 | 6.97% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 444,742 | $42,170,000 | 5.64% |
| Financial Advisory Group | 95,337 | $9,037,000 | 4.52% |
| MONETTA FINANCIAL SERVICES INC | 76,000 | $7,206,000 | 4.09% |
| Ballentine Partners, LLC | 437,784 | $41,511,000 | 4.04% |
| Creative Planning | 4,680,415 | $443,797,000 | 4.03% |