Carlton Hofferkamp & Jenks Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 759 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.27 and the average weighting 0.8%.

Quarter-by-quarter ownership
Carlton Hofferkamp & Jenks Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,486,435
-4.6%
28,695
+2.0%
2.56%
+0.9%
Q2 2023$5,751,920
+7.9%
28,124
-0.6%
2.53%
+4.1%
Q1 2023$5,332,288
-1.7%
28,285
-3.4%
2.43%
+2.1%
Q4 2022$5,423,629
+13.8%
29,290
+5.0%
2.38%
+5.8%
Q3 2022$4,767,000
-4.2%
27,890
-0.3%
2.25%
-1.5%
Q2 2022$4,976,000
-13.9%
27,965
-0.4%
2.28%
-3.5%
Q1 2022$5,781,000
+2.9%
28,085
+0.1%
2.37%
+0.0%
Q4 2021$5,616,000
-5.6%
28,045
+3.5%
2.37%
-1.0%
Q3 2021$5,952,000
+10.5%
27,100
+1.6%
2.39%
+3.1%
Q2 2021$5,387,000
+3.0%
26,685
-0.2%
2.32%
-0.3%
Q1 2021$5,231,000
+8.9%
26,735
-0.9%
2.33%
-1.4%
Q4 2020$4,802,000
+7.4%
26,970
+0.2%
2.36%
+0.8%
Q3 2020$4,471,000
+10.8%
26,910
+0.7%
2.34%
+1.8%
Q2 2020$4,036,000
+10.8%
26,730
-0.7%
2.30%
+2.8%
Q1 2020$3,643,000
-9.9%
26,930
-0.8%
2.24%
-1.7%
Q4 2019$4,044,000
+20.5%
27,150
+8.9%
2.28%
+10.3%
Q3 2019$3,356,000
+1.3%
24,920
+3.0%
2.06%
+3.2%
Q2 2019$3,314,000
+17.1%
24,205
+11.0%
2.00%
+12.8%
Q1 2019$2,830,000
+23.0%
21,805
+8.9%
1.77%
+7.8%
Q4 2018$2,300,000
+5.6%
20,030
+22.7%
1.64%
+23.0%
Q3 2018$2,179,000
+13.7%
16,325
+6.5%
1.34%
+8.4%
Q2 2018$1,916,000
+16.5%
15,335
+11.4%
1.23%
+11.7%
Q1 2018$1,644,000
-1.6%
13,760
+0.9%
1.10%
+5.4%
Q4 2017$1,671,000
+9.6%
13,635
+3.2%
1.05%
+7.6%
Q3 2017$1,524,000
+20.9%
13,208
+16.3%
0.97%
+13.7%
Q2 2017$1,261,000
+1.9%
11,360
-0.9%
0.86%
-0.8%
Q1 2017$1,238,000
+19.0%
11,460
+12.8%
0.86%
+14.0%
Q4 2016$1,040,000
+71.6%
10,160
+66.0%
0.76%
+60.0%
Q3 2016$606,000
+40.3%
6,120
+35.7%
0.47%
+38.7%
Q2 2016$432,000
+41.2%
4,510
+38.3%
0.34%
+36.4%
Q1 2016$306,000
+27.5%
3,260
+24.9%
0.25%
+21.4%
Q4 2015$240,0002,6100.21%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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