Continuum Advisory, LLC - 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
Continuum Advisory, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,949,455
-0.1%
35,513
+3.5%
1.11%
+0.7%
Q2 2023$6,954,425
+8.0%
34,306
-0.5%
1.11%
+1.2%
Q1 2023$6,440,568
+5.8%
34,477
-1.4%
1.09%
-0.5%
Q4 2022$6,089,260
+2.9%
34,956
-3.4%
1.10%
+5.3%
Q3 2022$5,920,000
-5.6%
36,198
-0.5%
1.04%
-8.4%
Q2 2022$6,270,000
-9.1%
36,381
-0.3%
1.14%
-12.9%
Q1 2022$6,897,000
-14.9%
36,478
-0.5%
1.31%
-28.2%
Q4 2021$8,104,000
+16.0%
36,667
+5.4%
1.82%
-2.6%
Q3 2021$6,986,000
-1.5%
34,772
-1.6%
1.87%
-15.1%
Q2 2021$7,095,000
+2.1%
35,344
-0.9%
2.20%
-23.8%
Q1 2021$6,949,000
+10.0%
35,652
-0.8%
2.89%
+0.7%
Q4 2020$6,316,000
+3.5%
35,939
-7.2%
2.87%
-14.0%
Q3 2020$6,105,000
+8.6%
38,734
-0.7%
3.34%
-5.2%
Q2 2020$5,622,000
+8.4%
39,013
-14.8%
3.53%
+1.0%
Q1 2020$5,184,000
-24.7%
45,779
-1.7%
3.49%
-12.7%
Q4 2019$6,883,000
+10.9%
46,556
+1.0%
4.00%
-3.7%
Q3 2019$6,208,000
-1.9%
46,108
-1.0%
4.15%
-4.4%
Q2 2019$6,328,000
+1.8%
46,591
-1.6%
4.34%
-6.5%
Q1 2019$6,214,000
+10.7%
47,334
-3.2%
4.64%
+12.6%
Q4 2018$5,614,000
-16.6%
48,875
-2.8%
4.12%
-7.9%
Q3 2018$6,735,000
+4.9%
50,274
-2.3%
4.48%
-4.7%
Q2 2018$6,419,000
+3.0%
51,449
+0.1%
4.70%
-9.9%
Q1 2018$6,230,000
-3.2%
51,395
-2.1%
5.22%
+5.7%
Q4 2017$6,437,000
+35.5%
52,511
+27.5%
4.93%
+18.4%
Q3 2017$4,752,000
-1.7%
41,180
-5.4%
4.16%
-13.2%
Q2 2017$4,835,000
-0.1%
43,550
-2.7%
4.80%
-17.4%
Q1 2017$4,838,00044,7585.81%
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