PHILLIPS FINANCIAL MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 19 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.0%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,655,098
-14.9%
18,678
-11.8%
0.35%
-12.8%
Q2 2023$4,293,407
+6.9%
21,179
-1.5%
0.40%
+2.6%
Q1 2023$4,016,789
+7.4%
21,502
+0.1%
0.39%
+1.8%
Q4 2022$3,740,771
+3.4%
21,474
-2.9%
0.38%
-4.5%
Q3 2022$3,619,000
-6.1%
22,126
-1.0%
0.40%
-4.5%
Q2 2022$3,853,000
-21.6%
22,357
-5.1%
0.42%
-10.1%
Q1 2022$4,912,000
-2.5%
23,560
+3.3%
0.46%
-5.9%
Q4 2021$5,040,000
+9.0%
22,805
-0.9%
0.49%
+3.1%
Q3 2021$4,623,000
-1.3%
23,011
-1.4%
0.48%
-0.8%
Q2 2021$4,685,000
+9.0%
23,338
+0.6%
0.48%
-8.7%
Q1 2021$4,300,000
+0.8%
23,203
-4.4%
0.53%
-9.3%
Q4 2020$4,266,000
+11.7%
24,276
-0.6%
0.58%
-2.5%
Q3 2020$3,819,000
+10.2%
24,412
+0.7%
0.60%
+5.5%
Q2 2020$3,466,000
+33.2%
24,238
+5.4%
0.57%
+9.9%
Q1 2020$2,603,000
-3.2%
22,989
+26.4%
0.52%
+17.0%
Q4 2019$2,690,000
+7.4%
18,193
-0.9%
0.44%
+0.2%
Q3 2019$2,504,000
-0.2%
18,367
-0.6%
0.44%
-4.1%
Q2 2019$2,508,000
+3.6%
18,469
+0.2%
0.46%
-0.4%
Q1 2019$2,420,000
+13.3%
18,432
-0.8%
0.46%
+1.1%
Q4 2018$2,135,000
-14.9%
18,587
-0.7%
0.46%
-11.6%
Q3 2018$2,508,000
+3.5%
18,723
-3.4%
0.52%
+0.8%
Q2 2018$2,424,000
+4.6%
19,372
-0.1%
0.51%
+2.0%
Q1 2018$2,318,000
-5.9%
19,396
-1.1%
0.50%
-3.3%
Q4 2017$2,463,000
+7.7%
19,606
-1.1%
0.52%
+3.6%
Q3 2017$2,287,000
+0.7%
19,815
-0.8%
0.50%
-3.3%
Q2 2017$2,270,000
+5.9%
19,976
-0.6%
0.52%
-0.2%
Q1 2017$2,143,000
+1.5%
20,090
-1.0%
0.52%
-1.9%
Q4 2016$2,112,000
+5.0%
20,288
-1.6%
0.53%
-1.1%
Q3 2016$2,011,000
-2.3%
20,609
-0.9%
0.54%
-2.9%
Q2 2016$2,058,000
+4.5%
20,797
-0.1%
0.55%
+0.9%
Q1 2016$1,969,000
+8.5%
20,813
-0.9%
0.55%
-0.5%
Q4 2015$1,814,000
-5.2%
20,995
-0.4%
0.55%
-1.6%
Q3 2015$1,914,000
-4.9%
21,074
+2.4%
0.56%
+0.4%
Q2 2015$2,013,000
-1.0%
20,574
-2.2%
0.56%0.0%
Q1 2015$2,033,000
+3.3%
21,033
-0.8%
0.56%
-1.4%
Q4 2014$1,969,000
+6.4%
21,211
+0.2%
0.56%
+0.9%
Q3 2014$1,850,000
-4.7%
21,177
-1.7%
0.56%
-3.6%
Q2 2014$1,942,000
+2.3%
21,541
-2.9%
0.58%
-2.8%
Q1 2014$1,899,000
-7.7%
22,184
-9.5%
0.60%
-12.6%
Q4 2013$2,058,000
+4.0%
24,502
-3.7%
0.68%
-2.4%
Q3 2013$1,978,000
-2.2%
25,441
-3.2%
0.70%
-4.8%
Q2 2013$2,022,00026,2910.74%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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