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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 | $2,022,000 | – | 26,291 | – | 0.74% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Johnson Financial Group, LLC | 1,185,880 | $247,244,000 | 41.45% |
JFG Wealth Management, LLC | 454,793 | $94,820,000 | 28.48% |
James Reed Financial Services, Inc. | 117,301 | $24,456,000 | 27.90% |
McCarthy Grittinger Financial Group, LLC | 293,268 | $61,143,382 | 23.39% |
Wealthquest Corp | 682,820 | $150,916,000 | 23.15% |
Transamerica Financial Advisors, Inc. | 2,636 | $550,000 | 19.63% |
Kistler-Tiffany Companies, LLC | 464,495 | $96,843,000 | 18.30% |
National Mutual Insurance Federation of Agricultural Cooperatives | 9,747,317 | $2,032,218,000 | 18.02% |
MY Wealth Management Inc. | 85,453 | $17,816,000 | 16.51% |
FIDUCIENT ADVISORS LLC | 197,715 | $41,221,000 | 15.56% |