BerganKDV Wealth Management, 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
BerganKDV Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$157,514
+8.5%
7770.0%0.02%
+6.7%
Q1 2023$145,152
+5.6%
777
-1.5%
0.02%0.0%
Q4 2022$137,444
+281.8%
789
+258.6%
0.02%
+275.0%
Q3 2022$36,000
-5.3%
2200.0%0.00%0.0%
Q2 2022$38,000
-22.4%
220
-6.0%
0.00%
-20.0%
Q1 2022$49,0000.0%234
+6.4%
0.01%0.0%
Q4 2021$49,000
+11.4%
2200.0%0.01%0.0%
Q3 2021$44,0000.0%2200.0%0.01%0.0%
Q2 2021$44,000
+7.3%
2200.0%0.01%0.0%
Q1 2021$41,000
+5.1%
2200.0%0.01%0.0%
Q4 2020$39,000
-17.0%
220
-26.7%
0.01%
-28.6%
Q3 2020$47,000
-29.9%
300
-35.9%
0.01%
-36.4%
Q2 2020$67,000
+86.1%
468
+56.0%
0.01%
+57.1%
Q1 2020$36,000
-85.7%
300
-82.4%
0.01%
-84.4%
Q4 2019$251,000
+8.2%
1,7000.0%0.04%
-2.2%
Q3 2019$232,000
-7.6%
1,700
-8.6%
0.05%
-8.0%
Q2 2019$251,000
+4.1%
1,8600.0%0.05%
+2.0%
Q1 2019$241,000
+12.6%
1,8600.0%0.05%
-2.0%
Q4 2018$214,000
-13.7%
1,8600.0%0.05%
-5.7%
Q3 2018$248,000
+6.9%
1,8600.0%0.05%
+1.9%
Q2 2018$232,000
+3.1%
1,8600.0%0.05%
-16.1%
Q1 2018$225,000
+8.2%
1,860
+9.4%
0.06%
+24.0%
Q4 2017$208,0001,7000.05%
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