Newton One Investments 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
Newton One Investments LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$711,532
-3.1%
3,636
+0.4%
0.42%
+0.7%
Q2 2023$734,370
+8.9%
3,623
+0.4%
0.42%
+4.0%
Q1 2023$674,236
+7.7%
3,609
+0.4%
0.40%
+0.2%
Q4 2022$626,288
+6.5%
3,5950.0%0.40%
-3.6%
Q3 2022$588,000
-5.2%
3,5950.0%0.42%
-9.1%
Q2 2022$620,000
-17.3%
3,5950.0%0.46%
-15.7%
Q1 2022$750,000
-5.7%
3,5950.0%0.55%
-2.7%
Q4 2021$795,000
+10.4%
3,595
+0.3%
0.56%
+4.7%
Q3 2021$720,000
-0.3%
3,583
-0.4%
0.54%
-6.3%
Q2 2021$722,000
+4.0%
3,599
-4.0%
0.57%
-7.1%
Q1 2021$694,000
+5.8%
3,748
+0.3%
0.62%
-4.3%
Q4 2020$656,0003,7350.64%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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