FineMark National Bank & Trust - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 716 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.41 and the average weighting 0.9%.

Quarter-by-quarter ownership
FineMark National Bank & Trust ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2022$227,000
-5.8%
1,0890.0%0.01%0.0%
Q4 2021$241,000
+10.0%
1,0890.0%0.01%0.0%
Q3 2021$219,0000.0%1,0890.0%0.01%0.0%
Q2 2021$219,000
+8.4%
1,0890.0%0.01%0.0%
Q1 2021$202,000
-15.8%
1,089
-33.0%
0.01%
-25.0%
Q4 2019$240,000
+8.1%
1,6250.0%0.01%0.0%
Q3 2019$222,000
+1.4%
1,6250.0%0.01%0.0%
Q2 2019$219,000
+5.3%
1,625
+1.6%
0.01%0.0%
Q1 2019$208,000
+4.0%
1,600
+6.7%
0.01%0.0%
Q3 2018$200,000
+669.2%
1,500
+500.0%
0.01%
+500.0%
Q4 2016$26,000
+4.0%
2500.0%0.00%
-33.3%
Q3 2016$25,000
+4.2%
2500.0%0.00%0.0%
Q2 2016$24,0000.0%2500.0%0.00%0.0%
Q1 2016$24,000
+4.3%
2500.0%0.00%0.0%
Q4 2015$23,000
+4.5%
2500.0%0.00%0.0%
Q3 2015$22,000
-8.3%
2500.0%0.00%0.0%
Q2 2015$24,0002500.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 1,168,061$258,165,00041.85%
JFG Wealth Management, LLC 370,172$81,815,00030.66%
James Reed Financial Services, Inc. 120,137$26,552,00025.21%
McCarthy Grittinger Financial Group, LLC 290,614$64,231,41423.80%
Wealthquest Corp 682,820$150,916,00023.15%
Transamerica Financial Advisors, Inc. 3,336$738,00019.95%
Kistler-Tiffany Companies, LLC 450,346$99,535,00019.44%
National Mutual Insurance Federation of Agricultural Cooperatives 9,747,317$2,154,352,00017.32%
FIDUCIENT ADVISORS LLC 216,037$47,749,00014.48%
Latigo Investments, LLC 83,934$18,551,00012.38%
View complete list of VANGUARD INDEX FDS shareholders