Beaumont Financial Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 805 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.

Quarter-by-quarter ownership
Beaumont Financial Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$1,756,000
+5.1%
10,739
+10.8%
0.17%
+12.0%
Q2 2022$1,671,000
-28.5%
9,694
-13.5%
0.15%
-15.7%
Q1 2022$2,337,000
-4.8%
11,208
+0.9%
0.18%0.0%
Q4 2021$2,455,000
+10.7%
11,107
+0.6%
0.18%
+4.1%
Q3 2021$2,218,000
-3.7%
11,037
-3.8%
0.17%
-2.8%
Q2 2021$2,303,000
+13.5%
11,473
+4.8%
0.18%
+2.3%
Q1 2021$2,029,000
+27.5%
10,951
+20.9%
0.17%
+22.0%
Q4 2020$1,591,000
+14.0%
9,055
+1.5%
0.14%
+6.0%
Q3 2020$1,396,000
+8.7%
8,924
-0.6%
0.13%
-0.7%
Q2 2020$1,284,000
+28.5%
8,981
+6.4%
0.13%
+6.3%
Q1 2020$999,000
-13.6%
8,438
+7.9%
0.13%
+10.5%
Q4 2019$1,156,000
+26.6%
7,821
+16.8%
0.11%
+25.3%
Q3 2019$913,000
+12.3%
6,697
+11.0%
0.09%
+8.3%
Q2 2019$813,000
+0.6%
6,031
-3.2%
0.08%
-3.4%
Q1 2019$808,000
+19.5%
6,228
+5.8%
0.09%
-20.9%
Q4 2018$676,0005,8840.11%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 679,579$119,429,00032.38%
Wealthquest Corp 661,662$116,280,00024.88%
McCarthy Grittinger Financial Group, LLC 284,266$49,956,85124.76%
JFG Wealth Management, LLC 212,857$37,407,00020.31%
Kistler-Tiffany Companies, LLC 398,161$69,973,00019.94%
National Mutual Insurance Federation of Agricultural Cooperatives 10,753,317$1,889,788,00018.51%
Berman Capital Advisors, LLC 386,221$67,874,00016.25%
Transamerica Financial Advisors, Inc. 4,460$784,00016.19%
Carlson Capital Management 474,976$85,144,00015.68%
FIDUCIENT ADVISORS LLC 225,083$39,556,00014.70%
View complete list of VANGUARD INDEX FDS shareholders