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

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 868 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.15 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 Q1 2023
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 569,504$89,093,00034.84%
Wealthquest Corp 656,980$102,778,00025.45%
McCarthy Grittinger Financial Group, LLC 284,716$44,540,98124.62%
JFG Wealth Management, LLC 206,544$32,311,743,00022.86%
Kistler-Tiffany Companies, LLC 405,262$63,399,00020.25%
FIDUCIENT ADVISORS LLC 223,576$34,976,00019.68%
National Mutual Insurance Federation of Agricultural Cooperatives 10,753,317$1,682,249,00017.82%
Transamerica Financial Advisors, Inc. 6,245$977,00017.73%
Cornerstone Advisors, Inc. 1,034,032$161,764,00017.29%
Carlson Capital Management 503,335$78,742,00017.04%
View complete list of VANGUARD INDEX FDS shareholders