United Asset Strategies, Inc. - 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
United Asset Strategies, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$633,054
-25.3%
3,235
-22.6%
0.08%
-22.6%
Q2 2023$847,495
+312.1%
4,181
+180.8%
0.11%
+292.6%
Q1 2023$205,646
-71.4%
1,489
-63.9%
0.03%
-73.0%
Q4 2022$719,016
+26.4%
4,128
+18.6%
0.10%
+14.9%
Q3 2022$569,000
-5.0%
3,481
+0.2%
0.09%0.0%
Q2 2022$599,000
-17.0%
3,473
+0.2%
0.09%
-5.4%
Q1 2022$722,000
-16.4%
3,465
-11.4%
0.09%
-10.7%
Q4 2021$864,000
+9.5%
3,909
-0.5%
0.10%
+1.0%
Q3 2021$789,000
-5.2%
3,927
-5.3%
0.10%
-8.1%
Q2 2021$832,000
-8.4%
4,145
-15.4%
0.11%
-15.9%
Q1 2021$908,000
-2.6%
4,899
-7.7%
0.13%
-10.2%
Q4 2020$932,000
+2.4%
5,306
-8.8%
0.15%
-12.0%
Q3 2020$910,000
+5.1%
5,815
-4.0%
0.17%
-2.3%
Q2 2020$866,000
+17.0%
6,056
-3.1%
0.17%
-7.1%
Q1 2020$740,000
-35.0%
6,247
-18.8%
0.18%
-16.7%
Q4 2019$1,138,000
+8.6%
7,698
+0.1%
0.22%
-3.5%
Q3 2019$1,048,000
+1.5%
7,687
+0.2%
0.23%
-3.4%
Q2 2019$1,033,000
+3.9%
7,669
+0.2%
0.24%
+1.3%
Q1 2019$994,000
+13.1%
7,6570.0%0.23%
-2.5%
Q4 2018$879,000
-13.7%
7,657
+0.3%
0.24%0.0%
Q3 2018$1,019,000
+7.0%
7,6340.0%0.24%
-4.8%
Q2 2018$952,000
+3.0%
7,634
+0.1%
0.25%
-7.4%
Q1 2018$924,000
-1.0%
7,624
+0.1%
0.27%
+8.8%
Q4 2017$933,000
+5.9%
7,615
-0.3%
0.25%
-50.0%
Q3 2017$881,000
-10.1%
7,635
-13.5%
0.50%
+71.8%
Q2 2017$980,000
+0.7%
8,824
-2.0%
0.29%
-2.0%
Q1 2017$973,000
+5.8%
9,000
+0.1%
0.30%
-1.0%
Q4 2016$920,000
+2.3%
8,991
-0.8%
0.30%
-4.8%
Q3 2016$899,000
+0.8%
9,063
-2.6%
0.32%
-6.0%
Q2 2016$892,000
+2.2%
9,301
+0.1%
0.34%
-13.9%
Q1 2016$873,000
-0.5%
9,291
-0.9%
0.39%
+2.1%
Q4 2015$877,000
+2.9%
9,380
-3.1%
0.38%
-2.8%
Q3 2015$852,000
-6.6%
9,679
+0.6%
0.39%
-3.7%
Q2 2015$912,000
-4.4%
9,618
-3.4%
0.41%
-7.9%
Q1 2015$954,000
-14.7%
9,953
-16.1%
0.44%
-7.5%
Q4 2014$1,119,000
+4.5%
11,857
+0.1%
0.48%
-0.4%
Q3 2014$1,071,000
-7.7%
11,843
-8.1%
0.48%
-14.4%
Q2 2014$1,160,000
-13.6%
12,883
-18.6%
0.56%
-39.2%
Q4 2013$1,342,000
+318.1%
15,824
+261.9%
0.92%
+334.9%
Q2 2013$321,0004,3730.21%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
James Reed Financial Services, Inc. 115,199$18,841,00028.21%
McCarthy Grittinger Financial Group, LLC 317,256$51,890,40822.60%
Johnson Financial Group, LLC 998,455$163,307,00022.35%
James J. Burns & Company, LLC 294,253$48,128,00021.38%
Capital Asset Advisory Services LLC 981,289$160,500,00020.88%
Kistler-Tiffany Companies, LLC 474,760$77,652,00017.65%
Wealthquest Corp 733,461$119,965,00016.77%
National Mutual Insurance Federation of Agricultural Cooperatives 8,925,317$1,459,825,00016.46%
Latigo Investments, LLC 111,583$18,251,00015.37%
FIDUCIENT ADVISORS LLC 197,175$32,250,00015.31%
View complete list of VANGUARD INDEX FDS shareholders