Fusion Family Wealth LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 854 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.68 and the average weighting 0.9%.

Quarter-by-quarter ownership
Fusion Family Wealth LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,989,999
-3.5%
45,940
-0.0%
1.11%
-0.6%
Q2 2023$9,315,592
+8.2%
45,953
-0.3%
1.12%
+1.2%
Q1 2023$8,607,271
+6.7%
46,075
-0.5%
1.11%
+0.2%
Q4 2022$8,066,331
-15.3%
46,305
-2.3%
1.10%
-22.9%
Q3 2022$9,526,000
+17.0%
47,411
+0.4%
1.43%
+22.7%
Q2 2022$8,143,000
-15.4%
47,244
+2.3%
1.17%
-10.2%
Q1 2022$9,628,000
-8.2%
46,180
-2.7%
1.30%
-16.8%
Q4 2021$10,493,000
+10.2%
47,477
+0.1%
1.56%
+9.1%
Q3 2021$9,526,000
-11.7%
47,411
-11.8%
1.43%
-11.4%
Q2 2021$10,789,000
+2.0%
53,742
-5.9%
1.62%
-1.3%
Q1 2021$10,577,000
+5.1%
57,082
-0.3%
1.64%
-8.0%
Q4 2020$10,066,000
+5.0%
57,276
-6.5%
1.78%
-8.1%
Q3 2020$9,584,000
+14.4%
61,260
+4.5%
1.94%
-2.1%
Q2 2020$8,380,000
+14.4%
58,602
-5.3%
1.98%
+0.6%
Q1 2020$7,325,000
-21.9%
61,854
-2.5%
1.96%
-9.0%
Q4 2019$9,375,000
+6.3%
63,416
-2.0%
2.16%
-7.8%
Q3 2019$8,822,000
-1.7%
64,711
-2.9%
2.34%
+4.7%
Q2 2019$8,976,000
+2.5%
66,629
-0.6%
2.23%
-7.6%
Q1 2019$8,753,000
+10.4%
67,041
-2.9%
2.42%
+3.7%
Q4 2018$7,931,000
-23.1%
69,046
-10.6%
2.33%
-15.8%
Q3 2018$10,316,000
-10.7%
77,266
-16.6%
2.77%
-14.8%
Q2 2018$11,558,000
-0.6%
92,640
-3.4%
3.25%
-16.9%
Q1 2018$11,625,000
-12.4%
95,904
-11.4%
3.91%
+18.0%
Q4 2017$13,267,000
+2.4%
108,235
-3.6%
3.31%
-24.5%
Q3 2017$12,954,000
-2.6%
112,250
-6.3%
4.38%
-3.7%
Q2 2017$13,296,000
+1.2%
119,766
-1.5%
4.55%
-7.6%
Q1 2017$13,140,000121,5614.92%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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