YHB Investment Advisors, Inc. - 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
YHB Investment Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,841,443
-3.5%
9,4100.0%0.17%
-4.5%
Q2 2023$1,907,595
+12.0%
9,410
+3.2%
0.18%
+4.1%
Q1 2023$1,702,773
+7.2%
9,115
-0.1%
0.17%
+1.2%
Q4 2022$1,588,704
+10.9%
9,120
+4.1%
0.17%
+6.3%
Q3 2022$1,433,000
+6.5%
8,760
+12.2%
0.16%
+12.0%
Q2 2022$1,345,000
-14.2%
7,805
+3.9%
0.14%
+2.9%
Q1 2022$1,567,000
-1.4%
7,515
+4.4%
0.14%
+9.5%
Q4 2021$1,590,000
+12.5%
7,195
+2.3%
0.13%
+3.3%
Q3 2021$1,413,000
+1.3%
7,035
+1.2%
0.12%
+2.5%
Q2 2021$1,395,000
+3.6%
6,950
+0.9%
0.12%
+1.7%
Q1 2021$1,347,000
+9.5%
6,890
-1.6%
0.12%0.0%
Q4 2020$1,230,000
+11.8%
7,000
-0.4%
0.12%
-1.7%
Q3 2020$1,100,0007,0300.12%
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