AE Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 691 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.49 and the average weighting 0.9%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$22,656,297
-5.7%
115,776
-2.3%
0.14%
-6.2%
Q2 2023$24,026,540
+540.0%
118,521
+489.8%
0.14%
+500.0%
Q1 2023$3,753,868
+58.9%
20,095
+48.2%
0.02%
+41.2%
Q4 2022$2,361,753
+94.1%
13,558
+82.2%
0.02%
+70.0%
Q3 2022$1,217,000
-23.4%
7,441
-19.3%
0.01%
-23.1%
Q2 2022$1,588,000
+9.8%
9,215
+32.9%
0.01%
+30.0%
Q1 2022$1,446,000
+60.8%
6,934
+70.5%
0.01%
+66.7%
Q4 2021$899,000
-48.5%
4,068
-53.2%
0.01%
-57.1%
Q3 2021$1,747,000
+101.7%
8,695
+101.6%
0.01%
+75.0%
Q2 2021$866,000
+4.3%
4,312
-3.7%
0.01%0.0%
Q1 2021$830,000
+28.5%
4,478
+21.8%
0.01%
+14.3%
Q4 2020$646,000
+17.0%
3,678
+4.2%
0.01%
-12.5%
Q3 2020$552,000
+12.4%
3,529
+2.8%
0.01%0.0%
Q2 2020$491,000
-8.9%
3,434
-24.5%
0.01%
-33.3%
Q1 2020$539,000
+27.1%
4,549
+58.7%
0.01%
+33.3%
Q4 2019$424,0002,8670.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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