VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 868 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $224,261 | -4.6% | 1,146 | -1.1% | 0.14% | -2.8% |
| Q2 2023 | $234,952 | +8.2% | 1,159 | -0.3% | 0.14% | -7.8% |
| Q1 2023 | $217,073 | +2.0% | 1,162 | -4.9% | 0.15% | -17.2% |
| Q4 2022 | $212,873 | +1.9% | 1,222 | -4.2% | 0.19% | +12.0% |
| Q3 2022 | $209,000 | -33.4% | 1,275 | -30.1% | 0.17% | -37.4% |
| Q2 2022 | $314,000 | -17.6% | 1,823 | -0.3% | 0.26% | +11.8% |
| Q1 2022 | $381,000 | -4.3% | 1,828 | +1.4% | 0.24% | +10.7% |
| Q4 2021 | $398,000 | +12.1% | 1,802 | +1.9% | 0.21% | +7.5% |
| Q3 2021 | $355,000 | -0.6% | 1,769 | -0.4% | 0.20% | +1.0% |
| Q2 2021 | $357,000 | +8.2% | 1,776 | -0.3% | 0.20% | -7.1% |
| Q1 2021 | $330,000 | +4.8% | 1,781 | -0.8% | 0.21% | +5.0% |
| Q4 2020 | $315,000 | – | 1,795 | – | 0.20% | – |
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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% |