PERSONAL CFO SOLUTIONS, 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
PERSONAL CFO SOLUTIONS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$400,382
-3.5%
2,0460.0%0.08%
-6.0%
Q2 2023$414,765
+8.5%
2,0460.0%0.08%
+6.3%
Q1 2023$382,213
+7.2%
2,0460.0%0.08%
+5.3%
Q4 2022$356,413
+4.2%
2,046
-2.2%
0.08%
-12.8%
Q3 2022$342,000
-4.7%
2,091
+0.3%
0.09%
+2.4%
Q2 2022$359,000
-17.3%
2,0840.0%0.08%
-2.3%
Q1 2022$434,000
-5.9%
2,0840.0%0.09%0.0%
Q4 2021$461,000
-28.5%
2,084
-35.1%
0.09%
-34.8%
Q3 2021$645,000
+0.2%
3,2090.0%0.13%0.0%
Q2 2021$644,000
+8.2%
3,2090.0%0.13%
+2.3%
Q1 2021$595,000
+5.5%
3,2090.0%0.13%
-7.9%
Q4 2020$564,000
+56300.0%
3,209
-26.8%
0.14%
-58.0%
Q3 2020$1,000
-99.9%
4,384
-13.1%
0.33%
+56.3%
Q2 2020$721,000
+2.1%
5,043
-15.4%
0.21%
-16.1%
Q1 2020$706,000
-18.7%
5,961
+1.6%
0.25%
+2.0%
Q4 2019$868,000
-2.1%
5,870
-9.8%
0.25%
-29.5%
Q3 2019$887,0006,5060.35%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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