Simplicity Solutions, 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
Simplicity Solutions, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$105,952,285
-31.3%
541,429
-28.8%
3.40%
-19.2%
Q2 2023$154,165,668
+13.1%
760,486
+4.2%
4.21%
+17.8%
Q1 2023$136,300,770
+7440.8%
729,622
+6931.8%
3.57%
+1352.8%
Q4 2022$1,807,499
+11.4%
10,376
+4.5%
0.25%
+4.7%
Q3 2022$1,623,000
+2.3%
9,925
+7.8%
0.24%
+14.1%
Q2 2022$1,587,000
+24.9%
9,208
+51.0%
0.21%
+32.1%
Q1 2022$1,271,000
-38.4%
6,098
-34.7%
0.16%
-32.2%
Q4 2021$2,062,000
+190.0%
9,332
+163.6%
0.23%
+111.0%
Q3 2021$711,000
+43.6%
3,540
+43.7%
0.11%
+11.2%
Q2 2021$495,000
+1.6%
2,464
-6.2%
0.10%
-8.4%
Q1 2021$487,000
+72.1%
2,628
+63.3%
0.11%
+2575.0%
Q4 2020$283,000
+13.2%
1,609
+0.8%
0.00%
-20.0%
Q3 2020$250,000
+11.6%
1,596
+2.0%
0.01%
+25.0%
Q2 2020$224,000
-6.3%
1,565
-22.5%
0.00%
-42.9%
Q1 2020$239,0002,0200.01%
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