BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 854 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.68 and the average weighting 0.9%.

Quarter-by-quarter ownership
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$64,773
-3.5%
3310.0%0.02%
-5.6%
Q2 2023$67,100
+8.5%
3310.0%0.02%
-5.3%
Q1 2023$61,834
+7.2%
3310.0%0.02%0.0%
Q4 2022$57,660
+6.8%
3310.0%0.02%0.0%
Q3 2022$54,000
-5.3%
3310.0%0.02%0.0%
Q2 2022$57,000
-17.4%
3310.0%0.02%
-5.0%
Q1 2022$69,000
-5.5%
3310.0%0.02%
+5.3%
Q4 2021$73,000
-17.0%
331
-24.8%
0.02%
-26.9%
Q3 2021$88,000
-2.2%
440
-1.6%
0.03%0.0%
Q2 2021$90,000
-41.9%
447
-46.7%
0.03%
-44.7%
Q1 2021$155,000
+19.2%
838
+12.8%
0.05%
+4.4%
Q4 2020$130,000
+12.1%
7430.0%0.04%
-4.3%
Q3 2020$116,000
+28.9%
743
+12.1%
0.05%
+11.9%
Q2 2020$90,000
+91.5%
663
+65.8%
0.04%
+61.5%
Q1 2020$47,000
-20.3%
4000.0%0.03%
+8.3%
Q4 2019$59,000
+7.3%
4000.0%0.02%
-4.0%
Q3 2019$55,000
+1.9%
4000.0%0.02%0.0%
Q2 2019$54,000
+3.8%
4000.0%0.02%
+4.2%
Q1 2019$52,000
+13.0%
4000.0%0.02%0.0%
Q4 2018$46,000
-13.2%
4000.0%0.02%
+4.3%
Q3 2018$53,000
+6.0%
4000.0%0.02%0.0%
Q2 2018$50,000
+4.2%
4000.0%0.02%
+9.5%
Q1 2018$48,000
-2.0%
4000.0%0.02%
-4.5%
Q4 2017$49,000
-15.5%
400
-20.0%
0.02%
-21.4%
Q3 2017$58,000
+3.6%
5000.0%0.03%0.0%
Q2 2017$56,000
-55.2%
500
-56.8%
0.03%
-58.8%
Q1 2017$125,000
+5.0%
1,1580.0%0.07%
-5.6%
Q4 2016$119,000
+3.5%
1,1580.0%0.07%
+7.5%
Q3 2016$115,000
+3.6%
1,1580.0%0.07%
-6.9%
Q2 2016$111,000
+1.8%
1,1580.0%0.07%
-2.7%
Q1 2016$109,000
+0.9%
1,1580.0%0.07%
+1.4%
Q4 2015$108,000
+5.9%
1,1580.0%0.07%
+4.3%
Q3 2015$102,000
-7.3%
1,1580.0%0.07%
+6.1%
Q2 2015$110,0000.0%1,1580.0%0.07%0.0%
Q1 2015$110,000
+0.9%
1,1580.0%0.07%
+4.8%
Q4 2014$109,000
+3.8%
1,1580.0%0.06%0.0%
Q3 2014$105,000
+1.0%
1,1580.0%0.06%0.0%
Q2 2014$104,000
+4.0%
1,1580.0%0.06%
-7.4%
Q1 2014$100,000
+2.0%
1,1580.0%0.07%
-9.3%
Q4 2013$98,0001,1580.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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