Summit Trail Advisors, 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
Summit Trail Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,929,675
-3.8%
14,971
-0.3%
0.11%
-6.1%
Q2 2023$3,044,449
+8.9%
15,018
+0.3%
0.12%
+1.8%
Q1 2023$2,796,733
+2.1%
14,971
-4.8%
0.11%
-7.4%
Q4 2022$2,738,947
+6.5%
15,7230.0%0.12%
-12.2%
Q3 2022$2,572,000
-5.1%
15,7230.0%0.14%
-17.3%
Q2 2022$2,710,000
-17.3%
15,7230.0%0.17%
-36.6%
Q1 2022$3,278,000
+1100.7%
15,723
+1058.7%
0.26%
+1225.0%
Q3 2021$273,000
+0.4%
1,3570.0%0.02%
-16.7%
Q2 2021$272,000
+8.4%
1,3570.0%0.02%
-11.1%
Q1 2021$251,000
+5.5%
1,3570.0%0.03%
-10.0%
Q4 2020$238,000
+6.2%
1,3570.0%0.03%
-30.2%
Q3 2020$224,0001,3570.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2023
NameSharesValueWeighting ↓
James Reed Financial Services, Inc. 115,199$18,841,00028.21%
McCarthy Grittinger Financial Group, LLC 317,256$51,890,40822.60%
Johnson Financial Group, LLC 998,455$163,307,00022.35%
James J. Burns & Company, LLC 294,253$48,128,00021.38%
Capital Asset Advisory Services LLC 981,289$160,500,00020.88%
Kistler-Tiffany Companies, LLC 474,760$77,652,00017.65%
Wealthquest Corp 733,461$119,965,00016.77%
National Mutual Insurance Federation of Agricultural Cooperatives 8,925,317$1,459,825,00016.46%
Latigo Investments, LLC 111,583$18,251,00015.37%
FIDUCIENT ADVISORS LLC 197,175$32,250,00015.31%
View complete list of VANGUARD INDEX FDS shareholders