Annex Advisory Services, LLC - 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
Annex Advisory Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$395,894
-3.5%
2,0230.0%0.02%
+4.3%
Q2 2023$410,116
+7.5%
2,023
-0.9%
0.02%
+15.0%
Q1 2023$381,479
+14.8%
2,042
+7.0%
0.02%
+5.3%
Q4 2022$332,385
+1.3%
1,908
-4.7%
0.02%
-13.6%
Q3 2022$328,000
-3.8%
2,003
+1.3%
0.02%
-12.0%
Q2 2022$341,000
-31.1%
1,977
-16.7%
0.02%
-30.6%
Q1 2022$495,000
+14.3%
2,374
+21.2%
0.04%
+20.0%
Q4 2021$433,000
+28.5%
1,959
+16.5%
0.03%
+7.1%
Q3 2021$337,000
-11.8%
1,681
-11.5%
0.03%
-9.7%
Q2 2021$382,000
+9.5%
1,899
+0.8%
0.03%
-8.8%
Q1 2021$349,000
+9.4%
1,884
+3.8%
0.03%
+9.7%
Q4 2020$319,000
+17.3%
1,815
+4.5%
0.03%
-11.4%
Q3 2020$272,000
+9.7%
1,7370.0%0.04%0.0%
Q2 2020$248,0001,7370.04%
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