Destination Wealth Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 759 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.27 and the average weighting 0.8%.

Quarter-by-quarter ownership
Destination Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$10,875,037
-9.3%
55,573
-6.0%
0.42%
-5.4%
Q2 2023$11,988,150
+6.3%
59,136
-2.1%
0.45%
+4.4%
Q1 2023$11,282,054
+5.9%
60,393
-1.2%
0.43%
+0.9%
Q4 2022$10,648,472
+4.9%
61,128
-1.5%
0.42%
-0.7%
Q3 2022$10,147,000
-3.5%
62,040
+1.7%
0.43%
+0.7%
Q2 2022$10,513,000
-18.6%
61,001
-1.5%
0.42%
-11.5%
Q1 2022$12,916,000
-16.0%
61,950
-11.0%
0.48%
-11.9%
Q4 2021$15,381,000
+5.9%
69,593
-3.7%
0.54%
-3.5%
Q3 2021$14,519,000
-3.2%
72,262
-3.3%
0.56%
-2.6%
Q2 2021$14,998,000
+5.4%
74,710
-2.7%
0.58%
-1.5%
Q1 2021$14,228,000
-0.1%
76,782
-5.3%
0.59%
-5.2%
Q4 2020$14,242,000
+8.4%
81,039
-3.5%
0.62%
-6.8%
Q3 2020$13,142,000
+3.4%
84,007
-5.5%
0.66%
-3.3%
Q2 2020$12,710,000
+15.0%
88,884
-4.8%
0.69%
+1.5%
Q1 2020$11,052,000
-18.2%
93,319
+2.1%
0.68%
-1.5%
Q4 2019$13,514,000
+2.6%
91,411
-5.4%
0.69%
-3.5%
Q3 2019$13,167,000
-2.4%
96,584
-3.6%
0.71%
-4.0%
Q2 2019$13,492,000
+5.2%
100,149
+1.4%
0.74%
+3.1%
Q1 2019$12,824,000
+11.4%
98,798
-1.4%
0.72%
+4.0%
Q4 2018$11,508,000
-15.3%
100,196
-1.6%
0.69%
-8.3%
Q3 2018$13,591,000
+6.0%
101,797
-1.0%
0.76%
-1.8%
Q2 2018$12,825,000
-3.7%
102,800
-6.4%
0.77%
-4.9%
Q1 2018$13,311,000
-2.6%
109,814
-1.6%
0.81%
-2.4%
Q4 2017$13,673,000
+5.8%
111,546
-0.4%
0.83%
+0.5%
Q3 2017$12,929,000
+1.0%
112,036
-2.8%
0.83%
-3.2%
Q2 2017$12,799,000
+2.9%
115,284
+0.2%
0.85%
-0.4%
Q1 2017$12,442,000
+3.4%
115,111
-2.0%
0.86%
-3.1%
Q4 2016$12,028,000
+7.3%
117,495
+3.9%
0.88%
+2.0%
Q3 2016$11,210,000
+0.5%
113,052
-2.8%
0.87%
-5.7%
Q2 2016$11,150,000
-12.4%
116,332
-14.5%
0.92%
-24.7%
Q1 2016$12,726,0000.0%136,1020.0%1.22%0.0%
Q4 2015$12,726,000
+2.4%
136,102
-3.5%
1.22%
-11.7%
Q3 2015$12,423,000
-30.4%
141,092
-25.1%
1.38%
+16.8%
Q2 2015$17,860,000
+37.3%
188,352
+37.9%
1.18%
-16.2%
Q1 2015$13,009,000
-1.2%
136,619
-2.1%
1.41%
+5.9%
Q4 2014$13,170,000
+5.3%
139,533
+0.8%
1.33%
+1.9%
Q3 2014$12,504,000
-1.7%
138,491
-2.0%
1.31%
-0.4%
Q2 2014$12,718,000
+3.3%
141,299
-1.3%
1.31%
-0.5%
Q1 2014$12,310,000
+0.9%
143,107
-0.5%
1.32%
+3.0%
Q4 2013$12,202,000
-3.1%
143,896
-11.6%
1.28%
-12.1%
Q3 2013$12,589,000
+5.9%
162,783
+0.5%
1.46%
+0.1%
Q2 2013$11,891,000
-48.5%
161,985
-49.6%
1.45%
+5.0%
Q1 2013$23,070,000321,5881.38%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 1,168,061$258,165,00041.85%
JFG Wealth Management, LLC 370,172$81,815,00030.66%
James Reed Financial Services, Inc. 120,137$26,552,00025.21%
McCarthy Grittinger Financial Group, LLC 290,614$64,231,41423.80%
Wealthquest Corp 682,820$150,916,00023.15%
Transamerica Financial Advisors, Inc. 3,336$738,00019.95%
Kistler-Tiffany Companies, LLC 450,346$99,535,00019.44%
National Mutual Insurance Federation of Agricultural Cooperatives 9,747,317$2,154,352,00017.32%
FIDUCIENT ADVISORS LLC 216,037$47,749,00014.48%
Latigo Investments, LLC 83,934$18,551,00012.38%
View complete list of VANGUARD INDEX FDS shareholders