BSW Wealth Partners - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 691 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.49 and the average weighting 0.9%.

Quarter-by-quarter ownership
BSW Wealth Partners ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$635,992
-3.5%
3,2500.0%0.14%
+2.9%
Q2 2023$658,840
+8.5%
3,2500.0%0.14%
+10.5%
Q1 2023$607,132
+107167.1%
3,2500.0%0.12%
+1.6%
Q4 2022$566
-99.9%
3,2500.0%0.12%
-6.9%
Q3 2022$532,000
-5.0%
3,2500.0%0.13%
-2.2%
Q2 2022$560,000
-17.4%
3,2500.0%0.13%
-21.6%
Q1 2022$678,000
-5.6%
3,2500.0%0.17%
-5.0%
Q4 2021$718,000
+10.0%
3,2500.0%0.18%
-1.6%
Q3 2021$653,000
+0.2%
3,2500.0%0.18%
+2.2%
Q2 2021$652,000
+8.3%
3,2500.0%0.18%
+2.9%
Q1 2021$602,000
+5.4%
3,2500.0%0.17%
-1.1%
Q4 2020$571,000
+12.4%
3,2500.0%0.18%
-7.9%
Q3 2020$508,000
+9.2%
3,2500.0%0.19%
+22.4%
Q2 2020$465,000
+20.8%
3,2500.0%0.16%
-2.5%
Q1 2020$385,000
-19.8%
3,2500.0%0.16%
-2.4%
Q4 2019$480,000
+8.4%
3,2500.0%0.16%
-3.5%
Q3 2019$443,000
+1.1%
3,2500.0%0.17%
+2.4%
Q2 2019$438,000
+3.8%
3,2500.0%0.17%
-0.6%
Q1 2019$422,000
+13.1%
3,2500.0%0.17%
+18.4%
Q4 2018$373,000
-14.1%
3,2500.0%0.14%
-14.5%
Q3 2018$434,000
+7.2%
3,2500.0%0.16%
-5.7%
Q2 2018$405,000
+2.8%
3,2500.0%0.18%
-0.6%
Q1 2018$394,000
-1.0%
3,2500.0%0.18%
+6.0%
Q4 2017$398,000
+6.1%
3,2500.0%0.17%
+1.8%
Q3 2017$375,000
+3.9%
3,2500.0%0.16%
-0.6%
Q2 2017$361,000
+2.8%
3,2500.0%0.16%
-5.7%
Q1 2017$351,000
+5.4%
3,2500.0%0.17%0.0%
Q4 2016$333,000
-89.8%
3,250
+909.3%
0.17%
+55.4%
Q3 2016$3,250,000
+941.7%
322
-90.1%
0.11%
-34.9%
Q2 2016$312,000
+2.0%
3,2500.0%0.17%0.0%
Q1 2016$306,000
+0.7%
3,2500.0%0.17%
+13.2%
Q4 2015$304,000
+6.3%
3,2500.0%0.15%
-11.1%
Q3 2015$286,000
-7.1%
3,2500.0%0.17%
-12.8%
Q2 2015$308,000
-0.3%
3,2500.0%0.20%0.0%
Q1 2015$309,000
+0.7%
3,2500.0%0.20%
-21.0%
Q4 2014$307,000
+4.4%
3,2500.0%0.25%
+7.8%
Q3 2014$294,000
+0.3%
3,2500.0%0.23%
-0.4%
Q2 2014$293,000
+4.6%
3,2500.0%0.23%
+1.8%
Q1 2014$280,000
+1.4%
3,2500.0%0.23%
+3.2%
Q4 2013$276,000
+10.0%
3,2500.0%0.22%
+0.9%
Q3 2013$251,000
+5.0%
3,2500.0%0.22%
+3.8%
Q2 2013$239,0003,2500.21%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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