OXFORD FINANCIAL GROUP, LTD. LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 869 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 2.48 and the average weighting 0.9%.

Quarter-by-quarter ownership
OXFORD FINANCIAL GROUP, LTD. LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,644,383
+671.8%
8,403
+699.5%
0.14%
+610.0%
Q2 2023$213,059
+8.5%
1,0510.0%0.02%
-9.1%
Q1 2023$196,337
+7.2%
1,0510.0%0.02%
+4.8%
Q4 2022$183,084
+6.4%
1,0510.0%0.02%
-19.2%
Q3 2022$172,000
-5.0%
1,0510.0%0.03%
-3.7%
Q2 2022$181,000
-17.4%
1,0510.0%0.03%
-3.6%
Q1 2022$219,000
-5.6%
1,0510.0%0.03%
+7.7%
Q4 2021$232,000
+10.0%
1,0510.0%0.03%
-3.7%
Q3 2021$211,0000.0%1,0510.0%0.03%
-3.6%
Q2 2021$211,000
+8.2%
1,0510.0%0.03%
+3.7%
Q1 2021$195,000
+5.4%
1,0510.0%0.03%0.0%
Q4 2020$185,000
+12.8%
1,0510.0%0.03%
+3.8%
Q3 2020$164,000
+9.3%
1,0510.0%0.03%
+4.0%
Q2 2020$150,000
+21.0%
1,0510.0%0.02%0.0%
Q1 2020$124,0001,0510.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
James Reed Financial Services, Inc. 115,199$18,841,00028.21%
McCarthy Grittinger Financial Group, LLC 317,256$51,890,40822.60%
Johnson Financial Group, LLC 998,455$163,307,00022.35%
James J. Burns & Company, LLC 294,253$48,128,00021.38%
Capital Asset Advisory Services LLC 981,289$160,500,00020.88%
Kistler-Tiffany Companies, LLC 474,760$77,652,00017.65%
Wealthquest Corp 733,461$119,965,00016.77%
National Mutual Insurance Federation of Agricultural Cooperatives 8,925,317$1,459,825,00016.46%
Latigo Investments, LLC 111,583$18,251,00015.37%
FIDUCIENT ADVISORS LLC 197,175$32,250,00015.31%
View complete list of VANGUARD INDEX FDS shareholders