Wealthquest Corp - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 691 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.49 and the average weighting 0.9%.

Quarter-by-quarter ownership
Wealthquest Corp ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$146,859,160
-3.2%
750,468
+0.3%
18.02%
-0.5%
Q2 2023$151,668,372
+7.0%
748,166
-1.4%
18.12%
-1.5%
Q1 2023$141,734,061
+6.8%
758,707
-0.4%
18.39%
+7.7%
Q4 2022$132,710,847
+10.6%
761,830
+3.9%
17.08%
+1.8%
Q3 2022$119,965,000
+5.4%
733,461
+11.1%
16.77%
-2.3%
Q2 2022$113,805,000
-24.6%
660,313
-3.3%
17.17%
-25.8%
Q1 2022$150,916,0000.0%682,8200.0%23.15%0.0%
Q4 2021$150,916,000
+14.2%
682,820
+3.8%
23.15%
+3.8%
Q3 2021$132,148,000
+0.8%
657,715
+0.7%
22.30%
-0.6%
Q2 2021$131,094,000
+4.2%
653,023
-3.8%
22.42%
-4.6%
Q1 2021$125,836,000
+8.2%
679,095
+2.6%
23.51%
-5.5%
Q4 2020$116,280,000
+13.1%
661,662
+0.7%
24.88%
-2.2%
Q3 2020$102,778,000
+9.6%
656,980
+0.2%
25.45%
+6.7%
Q2 2020$93,751,000
+647.1%
655,603
+672.4%
23.84%
+563.5%
Q4 2019$12,548,000
+0.6%
84,876
-7.2%
3.59%
-13.8%
Q3 2019$12,471,000
+118.9%
91,478
+116.3%
4.17%
+93.7%
Q2 2019$5,696,000
+45.3%
42,283
+40.0%
2.15%
+45.3%
Q1 2019$3,919,000
+28.3%
30,197
+13.5%
1.48%
+18.3%
Q4 2018$3,055,00026,6001.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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