Capital Asset Advisory Services 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
Capital Asset Advisory Services LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$216,848,673
+3.4%
1,083,810
+6.3%
14.85%
+1.5%
Q2 2023$209,699,844
+10.1%
1,019,296
+0.0%
14.64%
+3.4%
Q1 2023$190,377,126
+8.2%
1,019,095
+1.7%
14.15%
+0.8%
Q4 2022$175,900,644
+9.6%
1,001,889
+2.1%
14.04%
-32.8%
Q3 2022$160,500,000
+92.4%
981,289
+102.8%
20.88%
+127.2%
Q2 2022$83,411,000
-16.3%
483,965
+1.2%
9.19%
-13.3%
Q1 2022$99,673,000
+2.0%
478,073
+8.1%
10.60%
+2.2%
Q4 2021$97,765,000
+13.0%
442,336
+2.8%
10.37%
+7.7%
Q3 2021$86,490,000
+5.8%
430,469
+5.7%
9.63%
+7.4%
Q2 2021$81,748,000
+31958.0%
407,212
+29472.4%
8.97%
+23500.0%
Q1 2021$255,000
+183.3%
1,377
+170.0%
0.04%
+137.5%
Q4 2020$90,000510
+16900.0%
0.02%
Q3 2020$030.0%0.00%
Q2 2020$030.0%0.00%
Q1 2020$0
-100.0%
3
-25.0%
0.00%
Q4 2019$1,00040.00%
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