Cypress Wealth Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 904 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.8%.

Quarter-by-quarter ownership
Cypress Wealth Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,589,530
-18.8%
8,123
-14.3%
0.44%
-14.2%
Q2 2023$1,957,902
+10.5%
9,483
+0.0%
0.51%
-1.0%
Q1 2023$1,771,280
+7.3%
9,482
+0.0%
0.52%
-2.3%
Q4 2022$1,651,445
+5.0%
9,480
+0.0%
0.53%
-0.7%
Q3 2022$1,573,000
-3.7%
9,478
+0.0%
0.54%
+2.7%
Q2 2022$1,633,000
-36.5%
9,477
-23.1%
0.52%
-25.7%
Q1 2022$2,571,000
-5.7%
12,3310.0%0.70%
-6.0%
Q4 2021$2,725,000
+10.0%
12,3310.0%0.75%
+0.5%
Q3 2021$2,478,000
-8.3%
12,331
-8.4%
0.74%
+0.5%
Q2 2021$2,702,000
+2.3%
13,462
-5.5%
0.74%
+33.7%
Q1 2021$2,641,000
+5.4%
14,2530.0%0.55%
-1.4%
Q4 2020$2,505,000
-23.6%
14,253
-32.0%
0.56%
-33.3%
Q3 2020$3,278,000
+9.4%
20,9530.0%0.84%
+17.8%
Q2 2020$2,996,000
+20.8%
20,9530.0%0.71%
-2.3%
Q1 2020$2,481,000
-19.9%
20,9530.0%0.73%
-6.6%
Q4 2019$3,098,000
+8.4%
20,9530.0%0.78%
-0.3%
Q3 2019$2,857,000
+1.2%
20,9530.0%0.78%
-3.8%
Q2 2019$2,823,000
+3.8%
20,9530.0%0.82%
-5.3%
Q1 2019$2,720,000
+8.4%
20,953
-4.1%
0.86%
-13.5%
Q4 2018$2,509,00021,8431.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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