ELM ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 904 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.8%.

Quarter-by-quarter ownership
ELM ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2022$3,763,000
-45.8%
18,050
-42.6%
5.08%
+31.5%
Q4 2021$6,949,000
+10.1%
31,440
+0.0%
3.86%
+2.2%
Q3 2021$6,314,000
-0.4%
31,425
-0.4%
3.78%
+1.8%
Q2 2021$6,337,000
+7.7%
31,565
-0.6%
3.71%
+1.4%
Q1 2021$5,884,000
+4.5%
31,755
-0.9%
3.66%
+6.5%
Q4 2020$5,632,000
+9.4%
32,045
-2.6%
3.44%
-3.0%
Q3 2020$5,148,000
+6.3%
32,905
-2.8%
3.54%
+3.8%
Q2 2020$4,842,000
+20.1%
33,860
-0.5%
3.42%
+3.5%
Q1 2020$4,031,000
-20.5%
34,035
-0.8%
3.30%
+3.3%
Q4 2019$5,072,000
+7.8%
34,305
-0.6%
3.19%
-0.2%
Q3 2019$4,704,000
+1.2%
34,5050.0%3.20%
+0.8%
Q2 2019$4,649,000
+3.2%
34,505
-0.6%
3.17%
+0.4%
Q1 2019$4,506,000
+13.0%
34,7150.0%3.16%
-1.7%
Q4 2018$3,987,000
-14.0%
34,7150.0%3.22%
+3.7%
Q3 2018$4,635,000
+6.6%
34,715
-0.4%
3.10%
-7.1%
Q2 2018$4,349,000
+2.9%
34,855
-0.0%
3.34%
+2.2%
Q1 2018$4,225,000
-1.8%
34,860
-0.6%
3.27%
+1.8%
Q4 2017$4,301,000
+27.4%
35,085
+20.0%
3.21%
+20.1%
Q3 2017$3,375,000
+2.9%
29,245
-1.0%
2.67%
-0.4%
Q2 2017$3,280,000
+2.4%
29,540
-0.3%
2.68%
+0.4%
Q1 2017$3,203,000
+4.5%
29,630
-1.0%
2.68%
-3.0%
Q4 2016$3,064,000
+1.8%
29,930
-1.4%
2.76%
-1.2%
Q3 2016$3,010,000
+3.1%
30,360
-0.3%
2.79%
+0.6%
Q2 2016$2,919,000
-2.5%
30,450
-4.4%
2.77%
-4.3%
Q1 2016$2,994,000
-0.6%
31,850
-1.1%
2.90%
-2.3%
Q4 2015$3,011,000
+6.2%
32,2000.0%2.97%
+1.1%
Q3 2015$2,835,000
-7.2%
32,200
-0.0%
2.94%
+2.3%
Q2 2015$3,055,000
-0.5%
32,215
-0.1%
2.87%
+1.3%
Q1 2015$3,069,000
-7.6%
32,235
-8.4%
2.84%
-6.5%
Q4 2014$3,322,000
+4.3%
35,1950.0%3.03%
+0.5%
Q3 2014$3,184,000
+0.1%
35,195
-0.4%
3.02%
+1.7%
Q2 2014$3,181,000
+3.3%
35,340
-1.3%
2.97%
-0.0%
Q1 2014$3,079,000
+1.3%
35,790
-0.1%
2.97%
+0.8%
Q4 2013$3,038,00035,8252.94%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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