AllSquare Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 497 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 0.19 and the average weighting 0.8%.

Quarter-by-quarter ownership
AllSquare Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$19,960
+22.4%
102
+20.0%
0.01%
+18.2%
Q2 2023$16,312
+2.7%
850.0%0.01%
+10.0%
Q1 2023$15,879
+7.2%
850.0%0.01%0.0%
Q4 2022$14,807
+5.8%
850.0%0.01%0.0%
Q3 2022$14,000
-6.7%
850.0%0.01%0.0%
Q2 2022$15,000
-16.7%
850.0%0.01%
-9.1%
Q1 2022$18,000
+38.5%
85
+41.7%
0.01%
+37.5%
Q4 2021$13,000
+8.3%
600.0%0.01%
+14.3%
Q3 2021$12,0000.0%600.0%0.01%0.0%
Q2 2021$12,000
+9.1%
600.0%0.01%0.0%
Q1 2021$11,0000.0%600.0%0.01%0.0%
Q4 2020$11,000
+22.2%
600.0%0.01%0.0%
Q3 2020$9,0000.0%600.0%0.01%0.0%
Q2 2020$9,000
+28.6%
600.0%0.01%
+16.7%
Q1 2020$7,000
-22.2%
600.0%0.01%0.0%
Q4 2019$9,000
+12.5%
600.0%0.01%0.0%
Q3 2019$8,0000.0%600.0%0.01%0.0%
Q2 2019$8,0000.0%600.0%0.01%0.0%
Q1 2019$8,000
+14.3%
600.0%0.01%0.0%
Q4 2018$7,000
-12.5%
600.0%0.01%0.0%
Q3 2018$8,000
+14.3%
600.0%0.01%
+20.0%
Q2 2018$7,0000.0%600.0%0.01%
-16.7%
Q1 2018$7,0000.0%600.0%0.01%0.0%
Q4 2017$7,0000.0%600.0%0.01%0.0%
Q3 2017$7,0000.0%600.0%0.01%
-14.3%
Q2 2017$7,000
+16.7%
600.0%0.01%
+40.0%
Q1 2017$6,0000.0%600.0%0.01%
-16.7%
Q4 2016$6,000600.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2019
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