HEADINVEST, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 850 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 1.39 and the average weighting 0.9%.

Quarter-by-quarter ownership
HEADINVEST, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,396,354
-4.0%
47,992
-0.1%
2.04%
-3.2%
Q2 2023$9,784,118
+6.6%
48,032
-2.2%
2.11%
+4.8%
Q1 2023$9,174,613
+2.7%
49,112
-4.2%
2.01%
+0.7%
Q4 2022$8,934,195
+6.1%
51,287
-0.4%
2.00%
-0.9%
Q3 2022$8,422,000
-5.1%
51,492
-0.0%
2.02%
+2.2%
Q2 2022$8,875,000
-18.4%
51,494
-1.3%
1.98%
-5.0%
Q1 2022$10,873,000
-5.8%
52,149
-0.1%
2.08%
+1.5%
Q4 2021$11,538,000
+8.6%
52,204
-1.2%
2.05%
+1.6%
Q3 2021$10,621,000
+0.3%
52,864
+0.2%
2.01%
-0.0%
Q2 2021$10,594,000
+8.4%
52,775
+0.0%
2.02%
+1.0%
Q1 2021$9,775,000
+10.2%
52,753
+4.5%
2.00%
+6.0%
Q4 2020$8,869,000
+12.9%
50,465
+0.5%
1.88%
-17.1%
Q3 2020$7,855,000
+9.1%
50,210
-0.3%
2.27%
+0.1%
Q2 2020$7,199,000
+50.8%
50,345
+24.9%
2.27%
+26.9%
Q1 2020$4,774,000
-8.9%
40,310
+13.8%
1.79%
+18.8%
Q4 2019$5,238,000
+9.7%
35,429
+1.1%
1.50%
+3.8%
Q3 2019$4,777,000
+4.3%
35,037
+3.1%
1.45%
+11.9%
Q2 2019$4,580,000
+7.9%
33,997
+4.0%
1.30%
+8.9%
Q1 2019$4,245,000
-38.1%
32,702
-45.2%
1.19%
+9.5%
Q4 2018$6,855,000
+77.3%
59,678
+106.0%
1.09%
-2.4%
Q3 2018$3,867,000
+17.9%
28,964
+10.2%
1.11%
+11.3%
Q2 2018$3,280,000
+7.1%
26,294
+4.1%
1.00%
+1.8%
Q1 2018$3,062,000
+5.8%
25,260
+7.0%
0.98%
+10.0%
Q4 2017$2,894,000
+6.3%
23,605
+2.4%
0.89%
+4.7%
Q3 2017$2,723,000
+11.4%
23,049
+4.7%
0.85%
+6.0%
Q2 2017$2,444,000
+3.4%
22,012
+0.6%
0.80%
+1.4%
Q1 2017$2,364,000
+12.9%
21,875
+7.0%
0.79%
+2.1%
Q4 2016$2,093,000
+13.1%
20,450
+9.5%
0.78%
+18.6%
Q3 2016$1,850,000
-7.2%
18,675
-10.2%
0.66%
-13.1%
Q2 2016$1,994,000
+2.5%
20,800
+0.5%
0.76%
-0.9%
Q1 2016$1,946,000
+3.2%
20,700
+2.6%
0.76%
-0.3%
Q4 2015$1,886,000
-3.2%
20,170
-8.8%
0.76%
-2.3%
Q3 2015$1,948,000
-3.2%
22,120
+4.2%
0.78%
+5.0%
Q2 2015$2,013,000
+0.7%
21,225
+1.1%
0.74%
+3.9%
Q1 2015$1,999,000
+5.2%
21,000
+4.2%
0.72%
-5.4%
Q4 2014$1,901,000
+9.9%
20,145
+7.8%
0.76%
+9.7%
Q3 2014$1,730,000
+17.4%
18,690
+14.2%
0.69%
+15.9%
Q2 2014$1,473,000
+43.0%
16,360
+36.6%
0.60%
+34.5%
Q1 2014$1,030,000
+25.0%
11,979
+23.3%
0.44%
+27.7%
Q4 2013$824,000
+28.0%
9,714
+16.7%
0.35%
+23.5%
Q3 2013$644,000
+23.1%
8,324
+16.8%
0.28%
+22.2%
Q2 2013$523,0007,1240.23%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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