PINNACLE ASSOCIATES LTD - 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
PINNACLE ASSOCIATES LTD ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$14,412,273
-4.1%
73,648
-0.7%
0.27%
+2.7%
Q2 2023$15,028,671
+8.9%
74,135
+0.3%
0.26%
-7.4%
Q1 2023$13,800,932
+7.8%
73,877
+0.5%
0.28%
+1.1%
Q4 2022$12,801,406
+6.2%
73,487
-0.3%
0.28%
+0.7%
Q3 2022$12,050,000
-8.4%
73,673
-3.5%
0.28%
-3.5%
Q2 2022$13,157,000
-42.9%
76,341
-30.9%
0.29%
-29.7%
Q1 2022$23,023,000
+32.2%
110,426
+40.2%
0.41%
+36.0%
Q4 2021$17,410,000
+4.5%
78,772
-5.0%
0.30%
-2.3%
Q3 2021$16,668,000
-3.1%
82,959
-3.2%
0.31%
-1.3%
Q2 2021$17,205,000
+5.6%
85,702
-2.5%
0.31%0.0%
Q1 2021$16,296,000
-3.0%
87,942
-8.0%
0.31%
-8.8%
Q4 2020$16,795,000
+13.8%
95,569
+1.3%
0.34%
-2.8%
Q3 2020$14,761,000
+10.8%
94,356
+1.3%
0.35%
+7.0%
Q2 2020$13,319,000
+16.0%
93,141
-3.9%
0.33%
-6.0%
Q1 2020$11,481,000
-17.1%
96,944
+3.5%
0.35%
+15.2%
Q4 2019$13,851,000
+6.2%
93,687
-2.1%
0.30%
-1.3%
Q3 2019$13,041,000
-0.2%
95,657
-1.4%
0.31%
+0.3%
Q2 2019$13,071,000
+4.7%
97,021
+0.9%
0.31%
+8.5%
Q1 2019$12,485,000
+13.9%
96,190
+0.8%
0.28%
-0.4%
Q4 2018$10,958,000
-1.3%
95,407
+14.7%
0.28%
+23.0%
Q3 2018$11,101,000
+9.4%
83,147
+2.2%
0.23%
+10.0%
Q2 2018$10,149,000
+0.7%
81,347
-2.2%
0.21%
+5.6%
Q1 2018$10,081,000
-4.7%
83,174
-3.6%
0.20%
-2.5%
Q4 2017$10,574,000
+8.0%
86,262
+1.7%
0.20%
+12.8%
Q3 2017$9,788,000
+3.5%
84,822
-0.4%
0.18%
-1.1%
Q2 2017$9,459,000
-3.6%
85,205
-6.1%
0.18%
-2.7%
Q1 2017$9,811,000
+10.1%
90,772
+4.3%
0.19%
+3.9%
Q4 2016$8,909,000
+6.5%
87,026
+3.1%
0.18%
+7.1%
Q3 2016$8,367,000
+2.9%
84,380
-0.5%
0.17%
-4.0%
Q2 2016$8,131,000
+3.4%
84,830
+1.4%
0.18%
+4.2%
Q1 2016$7,866,000
+1.1%
83,676
+0.6%
0.17%
+3.1%
Q4 2015$7,777,000
-2.7%
83,175
-8.4%
0.16%
-7.9%
Q3 2015$7,991,000
+2.0%
90,761
+9.8%
0.18%
+21.2%
Q2 2015$7,838,000
-1.9%
82,665
-1.5%
0.15%
-2.0%
Q1 2015$7,990,000
+2.4%
83,924
+1.5%
0.15%
-2.6%
Q4 2014$7,802,000
+5.2%
82,655
+0.8%
0.15%
+1.3%
Q3 2014$7,415,000
+2.0%
81,973
+1.5%
0.15%
+6.3%
Q2 2014$7,271,000
+4.8%
80,775
+0.2%
0.14%
+5.2%
Q1 2014$6,938,000
+0.8%
80,654
-0.7%
0.14%
+0.7%
Q4 2013$6,886,000
+13.0%
81,198
+3.0%
0.13%
+6.3%
Q3 2013$6,095,000
+7.4%
78,813
+1.9%
0.13%
-1.6%
Q2 2013$5,677,00077,3300.13%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 679,579$119,429,00032.38%
Wealthquest Corp 661,662$116,280,00024.88%
McCarthy Grittinger Financial Group, LLC 284,266$49,956,85124.76%
JFG Wealth Management, LLC 212,857$37,407,00020.31%
Kistler-Tiffany Companies, LLC 398,161$69,973,00019.94%
National Mutual Insurance Federation of Agricultural Cooperatives 10,753,317$1,889,788,00018.51%
Berman Capital Advisors, LLC 386,221$67,874,00016.25%
Transamerica Financial Advisors, Inc. 4,460$784,00016.19%
Carlson Capital Management 474,976$85,144,00015.68%
FIDUCIENT ADVISORS LLC 225,083$39,556,00014.70%
View complete list of VANGUARD INDEX FDS shareholders