Badgley Phelps Wealth Managers, 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
Badgley Phelps Wealth Managers, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$29,571,668
-2.9%
151,115
+0.6%
1.01%
+0.1%
Q2 2023$30,450,513
+11.3%
150,210
+2.6%
1.01%0.0%
Q1 2023$27,348,529
+12.2%
146,398
+4.6%
1.01%
+3.2%
Q4 2022$24,371,173
+0.2%
139,903
-5.9%
0.98%
-6.6%
Q3 2022$24,320,000
-2.3%
148,694
+2.9%
1.04%
+2.0%
Q2 2022$24,905,000
-56.2%
144,497
-47.0%
1.02%
-48.2%
Q1 2022$56,798,000
+0.4%
272,427
+6.4%
1.98%
+7.6%
Q4 2021$56,569,000
+26.8%
255,943
+15.3%
1.84%
+13.5%
Q3 2021$44,599,000221,9741.62%
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