VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 19 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,023,484 | +9.7% | 9,428 | 0.0% | 0.74% | -1.7% |
| Q3 2023 | $1,845,008 | -4.4% | 9,428 | -0.9% | 0.75% | -3.2% |
| Q2 2023 | $1,929,477 | +8.5% | 9,518 | +0.0% | 0.78% | +2.0% |
| Q1 2023 | $1,777,810 | +6.5% | 9,517 | -0.7% | 0.76% | -1.6% |
| Q4 2022 | $1,669,765 | +6.4% | 9,585 | -0.1% | 0.77% | -5.9% |
| Q3 2022 | $1,569,000 | -5.1% | 9,594 | +0.0% | 0.82% | -4.2% |
| Q2 2022 | $1,653,000 | -15.1% | 9,592 | +2.7% | 0.86% | -4.7% |
| Q1 2022 | $1,947,000 | -6.8% | 9,341 | -1.1% | 0.90% | -12.0% |
| Q4 2021 | $2,088,000 | +9.9% | 9,447 | -0.1% | 1.02% | +0.7% |
| Q3 2021 | $1,900,000 | -0.2% | 9,456 | -0.2% | 1.01% | -12.6% |
| Q2 2021 | $1,903,000 | +7.8% | 9,478 | -0.5% | 1.16% | -4.4% |
| Q1 2021 | $1,765,000 | +3.3% | 9,524 | -2.1% | 1.21% | -5.4% |
| Q4 2020 | $1,709,000 | – | 9,726 | – | 1.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Johnson Financial Group, LLC | 1,168,061 | $258,165,000 | 41.85% |
| JFG Wealth Management, LLC | 370,172 | $81,815,000 | 30.66% |
| James Reed Financial Services, Inc. | 120,137 | $26,552,000 | 25.21% |
| McCarthy Grittinger Financial Group, LLC | 290,614 | $64,231,414 | 23.80% |
| Wealthquest Corp | 682,820 | $150,916,000 | 23.15% |
| Transamerica Financial Advisors, Inc. | 3,336 | $738,000 | 19.95% |
| Kistler-Tiffany Companies, LLC | 450,346 | $99,535,000 | 19.44% |
| National Mutual Insurance Federation of Agricultural Cooperatives | 9,747,317 | $2,154,352,000 | 17.32% |
| FIDUCIENT ADVISORS LLC | 216,037 | $47,749,000 | 14.48% |
| Latigo Investments, LLC | 83,934 | $18,551,000 | 12.38% |