SC&H Financial Advisors, Inc. - 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
SC&H Financial Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,398,975
-4.3%
48,030
-0.9%
3.12%
-3.7%
Q2 2023$9,820,083
+8.3%
48,442
-0.2%
3.24%
-1.8%
Q1 2023$9,068,484
+7.5%
48,544
+0.2%
3.30%
-5.5%
Q4 2022$8,439,228
+9.8%
48,446
+3.1%
3.50%
-9.0%
Q3 2022$7,688,000
-6.8%
47,003
-1.8%
3.84%
-0.0%
Q2 2022$8,247,000
-31.9%
47,850
-17.6%
3.84%
-33.2%
Q1 2022$12,103,000
+13.7%
58,051
+20.6%
5.76%
-2.0%
Q4 2021$10,641,00048,1455.87%
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