Tortoise Investment Management, LLC - 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
Tortoise Investment Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,343,927
-4.6%
22,198
-1.2%
0.65%
-4.3%
Q2 2023$4,552,686
+9.1%
22,458
+0.5%
0.68%
+1.7%
Q1 2023$4,173,335
+34.5%
22,340
+25.4%
0.66%
+22.2%
Q4 2022$3,103,025
+4.9%
17,813
-1.5%
0.54%
-5.4%
Q3 2022$2,958,000
+26.2%
18,087
+33.0%
0.58%
+25.0%
Q2 2022$2,343,000
+90.0%
13,596
+129.8%
0.46%
+101.8%
Q1 2022$1,233,000
+24.0%
5,916
+31.5%
0.23%
+22.6%
Q4 2021$994,000
+16.8%
4,498
+6.2%
0.19%
+8.1%
Q3 2021$851,000
+20.4%
4,234
+20.3%
0.17%
+17.8%
Q2 2021$707,000
+23.0%
3,520
+13.4%
0.15%
+15.9%
Q1 2021$575,000
+9.7%
3,104
+4.0%
0.13%
+5.0%
Q4 2020$524,000
+18.8%
2,984
+5.8%
0.12%
+11.1%
Q3 2020$441,000
-45.4%
2,821
-50.1%
0.11%
-48.3%
Q2 2020$808,000
+17.1%
5,652
-3.0%
0.21%
+4.5%
Q1 2020$690,000
-4.6%
5,827
+19.1%
0.20%
+17.6%
Q4 2019$723,000
+2.8%
4,892
-5.1%
0.17%
-6.1%
Q3 2019$703,000
-5.9%
5,157
-7.0%
0.18%
-4.2%
Q2 2019$747,000
+3.9%
5,5430.0%0.19%
+0.5%
Q1 2019$719,000
+12.9%
5,5430.0%0.19%
+9.3%
Q4 2018$637,000
-27.4%
5,543
-15.7%
0.17%
-25.5%
Q3 2018$878,000
+7.1%
6,5730.0%0.23%
+2.7%
Q2 2018$820,000
+13.9%
6,573
+10.6%
0.22%
+13.1%
Q1 2018$720,000
+6.0%
5,943
+7.2%
0.20%
+2.1%
Q4 2017$679,000
-2.2%
5,543
-7.8%
0.20%
-7.6%
Q3 2017$694,000
+3.9%
6,0140.0%0.21%
-2.3%
Q2 2017$668,000
+2.8%
6,0140.0%0.22%
+1.4%
Q1 2017$650,000
+5.5%
6,0140.0%0.21%
+0.5%
Q4 2016$616,000
-0.8%
6,014
-4.0%
0.21%
+0.5%
Q3 2016$621,000
+3.5%
6,2630.0%0.21%
+1.0%
Q2 2016$600,000
+1.9%
6,2630.0%0.21%
-1.4%
Q1 2016$589,000
+8.9%
6,263
+8.2%
0.21%
+9.3%
Q4 2015$541,000
+6.1%
5,7910.0%0.19%0.0%
Q3 2015$510,000
-23.1%
5,791
-17.2%
0.19%
-22.1%
Q2 2015$663,000
+19.2%
6,991
+19.7%
0.25%
+17.5%
Q1 2015$556,000
+6.9%
5,841
+6.0%
0.21%
+1.9%
Q4 2014$520,000
+30.3%
5,508
+25.0%
0.21%
+24.6%
Q3 2014$399,000
-3.2%
4,408
-3.6%
0.17%
-2.9%
Q2 2014$412,000
+4.8%
4,5720.0%0.17%
-5.0%
Q1 2014$393,000
-14.6%
4,572
-15.7%
0.18%
+43.7%
Q4 2013$460,000
+109.1%
5,424
+91.0%
0.13%
-5.3%
Q3 2013$220,000
-13.4%
2,840
-17.8%
0.13%
-20.8%
Q2 2013$254,000
+2.4%
3,4540.0%0.17%
-5.6%
Q1 2013$248,000
+10.2%
3,4540.0%0.18%0.0%
Q4 2012$225,0003,4540.18%
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