VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 19 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $913,087 | -11.4% | 4,666 | -6.2% | 0.18% | -6.6% |
| Q2 2023 | $1,030,784 | +18.3% | 4,977 | +6.7% | 0.20% | +9.4% |
| Q1 2023 | $871,653 | +7.2% | 4,666 | 0.0% | 0.18% | +2.3% |
| Q4 2022 | $812,815 | +6.5% | 4,666 | 0.0% | 0.18% | +2.9% |
| Q3 2022 | $763,000 | -5.1% | 4,666 | 0.0% | 0.17% | -3.4% |
| Q2 2022 | $804,000 | -17.4% | 4,666 | 0.0% | 0.18% | -6.3% |
| Q1 2022 | $973,000 | -5.6% | 4,666 | 0.0% | 0.19% | -5.0% |
| Q4 2021 | $1,031,000 | +10.0% | 4,666 | 0.0% | 0.20% | +5.9% |
| Q3 2021 | $937,000 | 0.0% | 4,666 | 0.0% | 0.19% | +5.0% |
| Q2 2021 | $937,000 | – | 4,666 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Carlson Capital Management | 685,693 | $62,028,000 | 25.39% |
| Kistler-Tiffany Companies, LLC | 169,618 | $15,344,000 | 10.24% |
| RAYNER & HAYNOR | 120,390 | $10,890,000 | 8.34% |
| Lattice Strategies LLC | 170,190 | $15,395,000 | 8.25% |
| MOLLER WEALTH PARTNERS | 182,626 | $16,520,000 | 7.79% |
| Financial Advisory Group | 128,367 | $11,612,000 | 6.48% |
| Creative Planning | 5,252,393 | $475,131,000 | 5.51% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 194,542 | $17,598,000 | 5.00% |
| Ballentine Partners, LLC | 446,509 | $40,391,000 | 4.79% |
| SIMMONS FIRST TRUST CO NA | 152,885 | $13,830,000 | 4.49% |