J.P. Morgan Private Wealth Advisors LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 427 filers reported holding VANGUARD INDEX FDS in Q2 2018. The put-call ratio across all filers is 2.25 and the average weighting 0.7%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$28,611,699
-6.7%
146,209
-3.3%
0.08%
-48.4%
Q2 2023$30,657,989
+3.6%
151,233
-4.5%
0.16%
+152.4%
Q1 2023$29,596,121
+7.1%
158,429
-0.1%
0.06%
+1.6%
Q4 2022$27,628,817
+14.6%
158,604
+7.6%
0.06%
-1.6%
Q3 2022$24,101,000
-6.4%
147,351
-1.3%
0.06%
-4.5%
Q2 2022$25,738,000
-16.7%
149,334
+0.7%
0.07%
-1.5%
Q1 2022$30,910,000
-5.2%
148,255
+0.5%
0.07%
-4.3%
Q4 2021$32,604,000
+10.9%
147,514
+0.8%
0.07%
-2.8%
Q3 2021$29,406,000
-1.3%
146,358
-1.3%
0.07%
-6.5%
Q2 2021$29,779,000
+83.5%
148,340
+69.4%
0.08%
+45.3%
Q1 2021$16,230,000
-10.0%
87,589
-14.7%
0.05%
-8.6%
Q4 2020$18,041,000
+9.9%
102,658
-2.2%
0.06%
-9.4%
Q3 2020$16,413,000
+10.1%
104,915
+0.7%
0.06%
-5.9%
Q2 2020$14,904,000
+31.9%
104,221
+9.2%
0.07%
+6.2%
Q1 2020$11,303,000
-15.5%
95,442
+5.5%
0.06%
+4.9%
Q4 2019$13,371,000
+14.2%
90,446
+5.3%
0.06%0.0%
Q3 2019$11,713,000
+3.2%
85,918
+1.9%
0.06%
-1.6%
Q2 2019$11,355,000
-0.7%
84,283
-4.4%
0.06%
+3.3%
Q1 2019$11,438,000
+10.7%
88,123
-2.0%
0.06%
-4.8%
Q4 2018$10,331,000
-13.9%
89,944
+0.1%
0.06%
+6.8%
Q3 2018$12,000,000
+23.0%
89,874
+14.9%
0.06%
+7.3%
Q2 2018$9,759,000
+6.2%
78,221
+3.2%
0.06%
-11.3%
Q1 2018$9,189,000
+26.7%
75,811
+28.1%
0.06%
+29.2%
Q4 2017$7,255,000
+14.4%
59,187
+7.7%
0.05%
+4.3%
Q3 2017$6,340,000
+5.4%
54,940
+1.4%
0.05%0.0%
Q2 2017$6,013,000
+4.4%
54,160
+1.6%
0.05%
+2.2%
Q1 2017$5,760,000
+9.7%
53,282
+3.8%
0.04%
-2.2%
Q4 2016$5,253,000
+26.1%
51,311
+22.1%
0.05%
+17.9%
Q3 2016$4,167,000
+21.1%
42,024
+17.1%
0.04%
+18.2%
Q2 2016$3,441,000
+57.9%
35,901
+54.9%
0.03%
+57.1%
Q1 2016$2,179,000
+123.3%
23,182
+122.1%
0.02%
+110.0%
Q4 2015$976,000
+6.2%
10,439
+0.0%
0.01%
-16.7%
Q3 2015$919,000
-25.3%
10,436
-19.6%
0.01%
-14.3%
Q2 2015$1,231,000
-4.8%
12,987
-4.4%
0.01%
-6.7%
Q1 2015$1,293,000
+8.7%
13,587
+7.7%
0.02%
+7.1%
Q4 2014$1,190,000
+10.2%
12,611
+5.6%
0.01%0.0%
Q3 2014$1,080,000
+1.1%
11,941
+0.6%
0.01%
-22.2%
Q2 2014$1,068,000
+2.6%
11,866
-1.9%
0.02%
-5.3%
Q1 2014$1,041,000
+21.5%
12,098
+19.8%
0.02%
+11.8%
Q4 2013$857,000
-14.9%
10,102
-22.4%
0.02%
-26.1%
Q3 2013$1,007,000
+23.1%
13,021
+16.8%
0.02%
+15.0%
Q2 2013$818,00011,1460.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2018
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 569,504$89,093,00034.84%
Wealthquest Corp 656,980$102,778,00025.45%
McCarthy Grittinger Financial Group, LLC 284,716$44,540,98124.62%
JFG Wealth Management, LLC 206,544$32,311,743,00022.86%
Kistler-Tiffany Companies, LLC 405,262$63,399,00020.25%
FIDUCIENT ADVISORS LLC 223,576$34,976,00019.68%
National Mutual Insurance Federation of Agricultural Cooperatives 10,753,317$1,682,249,00017.82%
Transamerica Financial Advisors, Inc. 6,245$977,00017.73%
Cornerstone Advisors, Inc. 1,034,032$161,764,00017.29%
Carlson Capital Management 503,335$78,742,00017.04%
View complete list of VANGUARD INDEX FDS shareholders