SHEETS SMITH WEALTH MANAGEMENT - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 850 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 1.39 and the average weighting 0.9%.

Quarter-by-quarter ownership
SHEETS SMITH WEALTH MANAGEMENT ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,855,728
-3.5%
9,4830.0%0.28%
+0.7%
Q2 2023$1,922,394
+5.2%
9,483
-3.1%
0.28%
+0.7%
Q1 2023$1,827,562
+7.2%
9,7830.0%0.28%
+4.5%
Q4 2022$1,704,199
+3.7%
9,783
-2.6%
0.27%
-2.6%
Q3 2022$1,643,000
-1.4%
10,046
+3.9%
0.27%0.0%
Q2 2022$1,667,000
-17.1%
9,671
+0.3%
0.27%
-1.1%
Q1 2022$2,011,000
-3.4%
9,646
+2.4%
0.28%
+7.4%
Q4 2021$2,082,000
+10.0%
9,4210.0%0.26%
+0.4%
Q3 2021$1,893,000
+0.1%
9,4210.0%0.26%
+0.8%
Q2 2021$1,891,000
+8.3%
9,4210.0%0.26%
-0.8%
Q1 2021$1,746,000
+5.4%
9,4210.0%0.26%
+2.8%
Q4 2020$1,656,000
+11.4%
9,421
-0.8%
0.25%
-3.1%
Q3 2020$1,486,000
+9.3%
9,5010.0%0.26%
-5.1%
Q2 2020$1,359,000
+31.9%
9,501
+9.2%
0.27%
+25.9%
Q1 2020$1,030,000
-24.3%
8,701
-5.4%
0.22%
-16.9%
Q4 2019$1,360,000
+14.7%
9,201
+5.7%
0.26%
+6.6%
Q3 2019$1,186,000
+14.3%
8,701
+13.0%
0.24%
+14.6%
Q2 2019$1,038,000
-0.6%
7,701
-4.2%
0.21%
-5.8%
Q1 2019$1,044,000
+14.0%
8,041
+0.8%
0.23%
-8.5%
Q4 2018$916,000
-8.2%
7,976
+6.7%
0.25%
+19.3%
Q3 2018$998,000
+1.9%
7,476
-4.7%
0.21%
-9.6%
Q2 2018$979,000
-16.3%
7,846
-18.7%
0.23%
-18.5%
Q1 2018$1,169,000
-5.0%
9,646
-4.0%
0.28%
-3.1%
Q4 2017$1,231,000
+9.4%
10,046
+3.1%
0.29%
+2.1%
Q3 2017$1,125,000
+3.7%
9,746
-0.3%
0.28%
-1.0%
Q2 2017$1,085,000
+0.7%
9,777
-1.9%
0.29%
+0.3%
Q1 2017$1,077,000
+5.3%
9,962
-0.3%
0.29%
-0.3%
Q4 2016$1,023,000
+7.2%
9,992
+3.8%
0.29%
+6.7%
Q3 2016$954,000
+6.2%
9,624
+2.7%
0.27%
+3.1%
Q2 2016$898,000
+0.9%
9,371
-1.0%
0.26%
-4.7%
Q1 2016$890,000
-3.1%
9,469
-3.5%
0.27%
-1.4%
Q4 2015$918,000
+2.6%
9,817
-3.4%
0.28%
-8.3%
Q3 2015$895,000
-6.7%
10,164
+0.5%
0.30%
+15.6%
Q2 2015$959,000
+2.7%
10,114
+3.1%
0.26%
+1.6%
Q1 2015$934,000
-3.1%
9,814
-3.9%
0.26%
+2.4%
Q4 2014$964,000
+9.7%
10,214
+5.1%
0.25%
+5.4%
Q3 2014$879,000
+0.6%
9,7140.0%0.24%
+1.7%
Q2 2014$874,000
+3.6%
9,714
-1.0%
0.24%
-0.4%
Q1 2014$844,000
+0.4%
9,814
-1.0%
0.24%
+1.7%
Q4 2013$841,000
+29.0%
9,914
+17.6%
0.23%
+9.4%
Q3 2013$652,000
+5.3%
8,4290.0%0.21%
+1.0%
Q2 2013$619,000
+2.3%
8,4290.0%0.21%
+2.4%
Q1 2013$605,0008,4290.20%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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