MISSION WEALTH MANAGEMENT, LP - VANGUARD INDEX FDS ownership

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
MISSION WEALTH MANAGEMENT, LP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$377,878
-32.8%
1,931
-30.4%
0.01%
-33.3%
Q2 2023$562,143
+15.4%
2,773
+6.3%
0.02%
+5.0%
Q1 2023$487,201
+5.2%
2,608
-1.9%
0.02%
-9.1%
Q4 2022$463,024
+4.3%
2,658
-2.2%
0.02%
-8.3%
Q3 2022$444,000
-5.1%
2,7170.0%0.02%
-4.0%
Q2 2022$468,000
-17.3%
2,7170.0%0.02%
-3.8%
Q1 2022$566,000
-5.8%
2,7170.0%0.03%
-3.7%
Q4 2021$601,000
+26.8%
2,717
+15.3%
0.03%
+12.5%
Q3 2021$474,000
-0.6%
2,357
-0.8%
0.02%
-4.0%
Q2 2021$477,000
+71.0%
2,377
+57.8%
0.02%
+56.2%
Q1 2021$279,000
+6.9%
1,506
+1.6%
0.02%0.0%
Q4 2020$261,000
+24.3%
1,483
+10.3%
0.02%0.0%
Q3 2020$210,000
-4.5%
1,345
-12.4%
0.02%
-15.8%
Q2 2020$220,0001,5350.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 569,504$89,093,00034.84%
Wealthquest Corp 656,980$102,778,00025.45%
McCarthy Grittinger Financial Group, LLC 284,716$44,540,98124.62%
JFG Wealth Management, LLC 206,544$32,311,743,00022.86%
Kistler-Tiffany Companies, LLC 405,262$63,399,00020.25%
FIDUCIENT ADVISORS LLC 223,576$34,976,00019.68%
National Mutual Insurance Federation of Agricultural Cooperatives 10,753,317$1,682,249,00017.82%
Transamerica Financial Advisors, Inc. 6,245$977,00017.73%
Cornerstone Advisors, Inc. 1,034,032$161,764,00017.29%
Carlson Capital Management 503,335$78,742,00017.04%
View complete list of VANGUARD INDEX FDS shareholders