Clearstead Advisors, 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
Clearstead Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$230,524
+93.1%
1,178
+100.0%
0.01%0.0%
Q2 2023$119,403
+8.5%
5890.0%0.01%
-12.5%
Q1 2023$110,032
+7.2%
5890.0%0.01%0.0%
Q4 2022$102,604
+6.9%
5890.0%0.01%
-11.1%
Q3 2022$96,000
-5.9%
5890.0%0.01%
+12.5%
Q2 2022$102,000
-17.1%
5890.0%0.01%0.0%
Q1 2022$123,000
-5.4%
5890.0%0.01%
-11.1%
Q4 2021$130,000
+10.2%
5890.0%0.01%0.0%
Q3 2021$118,0000.0%5890.0%0.01%0.0%
Q2 2021$118,000
+8.3%
5890.0%0.01%0.0%
Q1 2021$109,000
+4.8%
5890.0%0.01%0.0%
Q4 2020$104,000
-20.0%
589
-28.9%
0.01%
-35.7%
Q3 2020$130,000
+10.2%
8280.0%0.01%0.0%
Q2 2020$118,000
-15.7%
828
-29.7%
0.01%
-30.0%
Q1 2020$140,0001,1780.02%
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