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 ↓
McCarthy Grittinger Financial Group, LLC 261,546$35,235,46029.93%
Kistler-Tiffany Companies, LLC 386,992$52,136,00019.82%
National Mutual Insurance Federation of Agricultural Cooperatives 10,598,000$1,427,763,00017.88%
DERBY & COMPANY, INC 258,081$34,769,00017.61%
Carlson Capital Management 533,191$71,831,00017.58%
Johnson Financial Group, LLC 149,132$20,091,00012.72%
JFG Wealth Management, LLC 100,826$13,907,00011.48%
Verus Financial Partners, Inc. 228,034$30,721,00010.32%
MOLLER WEALTH PARTNERS 129,501$17,446,0008.94%
Hurlow Wealth Management Group, Inc. 56,295$7,759,0008.15%
View complete list of VANGUARD INDEX FDS shareholders