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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $694,492 | -18.5% | 3,549 | -15.6% | 0.03% | -25.0% |
| Q2 2023 | $852,165 | +43.7% | 4,204 | +32.4% | 0.04% | +25.7% |
| Q1 2023 | $593,081 | +4.8% | 3,175 | -2.2% | 0.04% | -10.3% |
| Q4 2022 | $565,744 | -3.1% | 3,248 | -9.0% | 0.04% | -13.3% |
| Q3 2022 | $584,000 | -20.1% | 3,570 | -15.8% | 0.04% | -19.6% |
| Q2 2022 | $731,000 | -13.8% | 4,238 | +4.3% | 0.06% | -5.1% |
| Q1 2022 | $848,000 | +3.8% | 4,065 | +9.9% | 0.06% | +1.7% |
| Q4 2021 | $817,000 | +8.6% | 3,698 | -1.2% | 0.06% | +1.8% |
| Q3 2021 | $752,000 | -5.3% | 3,744 | -5.3% | 0.06% | -9.5% |
| Q2 2021 | $794,000 | +15.4% | 3,954 | +6.5% | 0.06% | -1.6% |
| Q1 2021 | $688,000 | +75.5% | 3,713 | +66.4% | 0.06% | +73.0% |
| Q4 2020 | $392,000 | +66.1% | 2,231 | +48.0% | 0.04% | +37.0% |
| Q3 2020 | $236,000 | – | 1,507 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Johnson Financial Group, LLC | 569,504 | $89,093,000 | 34.84% |
| Wealthquest Corp | 656,980 | $102,778,000 | 25.45% |
| McCarthy Grittinger Financial Group, LLC | 284,716 | $44,540,981 | 24.62% |
| JFG Wealth Management, LLC | 206,544 | $32,311,743,000 | 22.86% |
| Kistler-Tiffany Companies, LLC | 405,262 | $63,399,000 | 20.25% |
| FIDUCIENT ADVISORS LLC | 223,576 | $34,976,000 | 19.68% |
| National Mutual Insurance Federation of Agricultural Cooperatives | 10,753,317 | $1,682,249,000 | 17.82% |
| Transamerica Financial Advisors, Inc. | 6,245 | $977,000 | 17.73% |
| Cornerstone Advisors, Inc. | 1,034,032 | $161,764,000 | 17.29% |
| Carlson Capital Management | 503,335 | $78,742,000 | 17.04% |