Private Ocean, LLC - 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
Private Ocean, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$953,278
-7.6%
4,871
-4.3%
0.12%
-7.6%
Q2 2023$1,031,569
+8.7%
5,089
+0.2%
0.13%
+4.0%
Q1 2023$949,124
+10.8%
5,081
+3.4%
0.13%
+18.9%
Q4 2022$856,233
+6.8%
4,916
+0.2%
0.11%
-15.9%
Q3 2022$802,000
-5.0%
4,906
+0.2%
0.13%
-3.1%
Q2 2022$844,000
+23.8%
4,898
+49.6%
0.13%
+52.9%
Q1 2022$682,000
-5.7%
3,2730.0%0.08%0.0%
Q4 2021$723,000
+9.9%
3,2730.0%0.08%
+6.2%
Q3 2021$658,000
-1.5%
3,273
-1.7%
0.08%
-9.1%
Q2 2021$668,000
+8.3%
3,3280.0%0.09%
-20.0%
Q1 2021$617,000
+5.5%
3,3280.0%0.11%
-6.8%
Q4 2020$585,000
+12.5%
3,328
+0.1%
0.12%
-3.3%
Q3 2020$520,000
+7.2%
3,326
-1.9%
0.12%
+2.5%
Q2 2020$485,000
+20.9%
3,392
+0.1%
0.12%
+8.2%
Q1 2020$401,000
-40.4%
3,388
-25.5%
0.11%
-32.5%
Q4 2019$673,000
+6.7%
4,548
-1.7%
0.16%
+3.8%
Q3 2019$631,000
-10.7%
4,628
-11.8%
0.16%
-16.9%
Q2 2019$707,000
+3.5%
5,250
-0.2%
0.19%
+1.6%
Q1 2019$683,000
+13.1%
5,2610.0%0.19%
+8.8%
Q4 2018$604,000
-24.6%
5,261
-12.4%
0.17%
-52.1%
Q3 2018$801,000
-9.4%
6,003
-15.3%
0.36%
-12.5%
Q2 2018$884,000
+16.6%
7,087
+13.3%
0.41%
+13.0%
Q1 2018$758,000
+54.4%
6,253
+56.2%
0.36%
+31.8%
Q4 2017$491,000
+4.0%
4,004
-2.1%
0.27%
-4.9%
Q3 2017$472,000
-14.0%
4,091
-17.3%
0.29%
-19.1%
Q2 2017$549,000
+2.4%
4,949
-0.2%
0.36%
+0.6%
Q1 2017$536,000
+5.1%
4,959
-0.6%
0.35%
+2.6%
Q4 2016$510,000
+3.2%
4,987
+0.1%
0.34%
+5.2%
Q3 2016$494,000
+0.2%
4,981
-3.1%
0.33%
-7.3%
Q2 2016$493,000
+2.1%
5,140
+0.1%
0.35%
-0.8%
Q1 2016$483,000
+0.6%
5,136
+0.0%
0.36%
+1.7%
Q4 2015$480,000
+6.2%
5,135
+0.0%
0.35%
+5.1%
Q3 2015$452,000
-16.6%
5,133
-10.2%
0.33%
-16.1%
Q2 2015$542,000
-0.4%
5,718
+0.0%
0.40%
-0.3%
Q1 2015$544,000
+0.7%
5,7170.0%0.40%
-1.0%
Q4 2014$540,000
+18.7%
5,717
+13.6%
0.40%
+19.9%
Q3 2014$455,000
+0.4%
5,032
+0.0%
0.34%0.0%
Q2 2014$453,000
+0.9%
5,030
-3.6%
0.34%
+0.9%
Q1 2014$449,000
+1.6%
5,219
+0.0%
0.33%
-6.5%
Q4 2013$442,0005,2180.36%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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