REDW Wealth LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 902 filers reported holding VANGUARD INDEX FDS in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.8%.

Quarter-by-quarter ownership
REDW Wealth LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$801,742
-7.8%
4,097
-4.5%
0.25%
-5.4%
Q2 2023$869,872
+8.5%
4,2910.0%0.26%
+2.4%
Q1 2023$801,602
+7.2%
4,2910.0%0.26%
-1.2%
Q4 2022$747,492
+6.5%
4,2910.0%0.26%
-4.4%
Q3 2022$702,000
-5.1%
4,2910.0%0.27%
-0.4%
Q2 2022$740,000
-17.3%
4,2910.0%0.27%
+1.9%
Q1 2022$895,000
-5.6%
4,2910.0%0.27%
-3.3%
Q4 2021$948,000
+10.0%
4,2910.0%0.28%
+0.4%
Q3 2021$862,000
+0.1%
4,2910.0%0.27%
+0.7%
Q2 2021$861,000
+8.3%
4,2910.0%0.27%
+1.9%
Q1 2021$795,0004,2910.27%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2023
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