Berkeley Capital Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 574 filers reported holding VANGUARD INDEX FDS in Q4 2019. The put-call ratio across all filers is 0.25 and the average weighting 0.8%.

Quarter-by-quarter ownership
Berkeley Capital Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$821,935
-5.0%
4,200
-1.6%
0.30%
-2.9%
Q2 2023$864,940
+6.4%
4,267
-1.9%
0.31%
+1.7%
Q1 2023$812,608
+1.8%
4,350
-5.1%
0.30%
-2.6%
Q4 2022$798,611
-0.7%
4,584
-6.8%
0.31%
-11.2%
Q3 2022$804,000
-4.7%
4,916
+0.3%
0.35%0.0%
Q2 2022$844,000
-13.3%
4,900
+5.0%
0.35%
-10.3%
Q1 2022$973,000
-7.9%
4,668
-2.4%
0.39%
-10.6%
Q4 2021$1,057,000
+7.3%
4,783
-2.5%
0.43%
-4.4%
Q3 2021$985,000
-1.9%
4,904
-1.9%
0.45%
+1.6%
Q2 2021$1,004,000
+6.4%
4,999
-1.9%
0.45%
-1.8%
Q1 2021$944,000
-5.6%
5,097
-10.5%
0.46%
-11.3%
Q4 2020$1,000,000
+10.4%
5,692
-1.7%
0.51%
-7.2%
Q3 2020$906,000
+7.7%
5,788
-1.6%
0.55%
+6.8%
Q2 2020$841,000
+13.6%
5,883
-5.9%
0.52%
+3.0%
Q1 2020$740,000
-2.6%
6,251
+21.6%
0.50%
+29.3%
Q4 2019$760,000
+7.5%
5,142
-0.8%
0.39%
+4.3%
Q3 2019$707,000
-0.8%
5,185
-2.0%
0.37%
+12.0%
Q2 2019$713,000
+3.0%
5,293
-0.7%
0.33%
-2.6%
Q1 2019$692,000
+10.9%
5,332
-1.9%
0.34%
-1.4%
Q4 2018$624,000
-10.7%
5,436
+3.9%
0.35%
-11.9%
Q3 2018$699,000
+3.2%
5,234
-3.7%
0.39%
-0.5%
Q2 2018$677,000
+0.9%
5,433
-2.0%
0.40%
+2.3%
Q1 2018$671,000
-12.5%
5,543
-11.4%
0.39%
-23.4%
Q4 2017$767,000
+6.1%
6,255
-0.1%
0.50%
+4.6%
Q3 2017$723,000
-11.8%
6,264
-15.2%
0.48%
-13.4%
Q2 2017$820,000
-1.0%
7,384
-3.6%
0.56%
-0.9%
Q1 2017$828,000
+3.0%
7,663
-2.4%
0.56%
-2.8%
Q4 2016$804,000
+3.3%
7,855
+0.1%
0.58%
+4.3%
Q3 2016$778,000
+3.7%
7,848
+0.3%
0.56%
+5.5%
Q2 2016$750,000
+8.4%
7,824
+6.3%
0.53%
+5.2%
Q1 2016$692,000
-5.2%
7,358
-5.7%
0.50%
-15.7%
Q4 2015$730,0007,8060.59%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2019
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