Resource Planning Group - 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
Resource Planning Group ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,396,310
-7.5%
48,016
-4.2%
7.96%
-3.2%
Q2 2023$10,159,625
+6.7%
50,117
-1.7%
8.23%
+6.3%
Q1 2023$9,524,248
+5.9%
50,984
-1.3%
7.74%
+7.4%
Q4 2022$8,997,051
+5.2%
51,648
-1.2%
7.21%
-3.0%
Q3 2022$8,549,000
-7.5%
52,267
-2.5%
7.43%
-3.4%
Q2 2022$9,241,000
-17.2%
53,618
+0.2%
7.70%
-4.0%
Q1 2022$11,155,000
-7.7%
53,505
-2.2%
8.02%
-1.2%
Q4 2021$12,092,000
+4.4%
54,710
-5.1%
8.11%
+11.4%
Q3 2021$11,587,000
-2.3%
57,671
-2.4%
7.28%
+6.0%
Q2 2021$11,863,000
+11.0%
59,091
+2.5%
6.87%
-1.9%
Q1 2021$10,686,000
+17.6%
57,669
+11.6%
7.00%
+8.4%
Q4 2020$9,085,000
+9.4%
51,696
-2.6%
6.46%
+2.5%
Q3 2020$8,307,000
+5.5%
53,101
-3.6%
6.30%
+7.0%
Q2 2020$7,874,000
+47.5%
55,064
+22.1%
5.89%
+26.8%
Q1 2020$5,339,000
-34.2%
45,083
-17.9%
4.64%
-0.2%
Q4 2019$8,118,000
+10.9%
54,909
+2.3%
4.65%
+8.7%
Q3 2019$7,317,000
+8.2%
53,668
+6.9%
4.28%
+7.7%
Q2 2019$6,761,000
+11.3%
50,189
+7.3%
3.98%
-0.9%
Q1 2019$6,072,000
+210.6%
46,781
+174.9%
4.01%
+175.2%
Q4 2018$1,955,000
-16.3%
17,016
-2.7%
1.46%
-20.0%
Q3 2018$2,335,00017,4911.82%
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