Klingman & Associates, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 904 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.8%.

Quarter-by-quarter ownership
Klingman & Associates, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$329,934
+10.8%
1,686
+14.8%
0.03%
+12.5%
Q2 2023$297,796
-19.5%
1,469
-17.3%
0.02%
-22.6%
Q1 2022$370,000
-5.9%
1,7760.0%0.03%
-8.8%
Q4 2021$393,000
+10.1%
1,7760.0%0.03%
+3.0%
Q3 2021$357,0000.0%1,7760.0%0.03%
-2.9%
Q2 2021$357,000
+8.5%
1,7760.0%0.03%0.0%
Q1 2021$329,000
+31.1%
1,776
+24.5%
0.03%
+17.2%
Q4 2020$251,000
+12.6%
1,4260.0%0.03%
-3.3%
Q3 2020$223,000
+9.3%
1,4260.0%0.03%
-3.2%
Q2 2020$204,000
-22.1%
1,426
-19.4%
0.03%
-27.9%
Q4 2019$262,000
-20.4%
1,770
-37.9%
0.04%
-46.9%
Q3 2017$329,0002,8520.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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