LAKE STREET ADVISORS GROUP, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 759 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.27 and the average weighting 0.8%.

Quarter-by-quarter ownership
LAKE STREET ADVISORS GROUP, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,057,000
+94214.5%
10,512
-2.3%
0.12%
+1.7%
Q2 2023$2,181
+8.5%
10,7600.0%0.12%
-3.2%
Q1 2023$2,010
+5.6%
10,760
-1.6%
0.12%
-0.8%
Q4 2022$1,904
-99.9%
10,9320.0%0.12%
-3.8%
Q3 2022$1,788,000
-5.5%
10,932
-0.4%
0.13%
-3.7%
Q2 2022$1,892,000
-17.3%
10,9780.0%0.14%
-7.5%
Q1 2022$2,289,000
-5.7%
10,978
-0.0%
0.15%
-4.6%
Q4 2021$2,427,000
+1.7%
10,980
-4.1%
0.15%
-13.1%
Q2 2021$2,387,000
+12.6%
11,452
+0.1%
0.18%
+2.3%
Q1 2021$2,119,000
+4.7%
11,436
-0.7%
0.17%
+2.4%
Q4 2020$2,024,000
+10.8%
11,516
-1.3%
0.17%
-2.3%
Q3 2020$1,826,000
+9.4%
11,673
+0.0%
0.17%
+1.8%
Q2 2020$1,669,000
+19.7%
11,669
-0.9%
0.17%
-2.3%
Q1 2020$1,394,000
-17.2%
11,772
+3.4%
0.17%
+4.2%
Q4 2019$1,684,000
+8.4%
11,3890.0%0.17%
-1.2%
Q3 2019$1,553,000
-0.4%
11,389
-1.6%
0.17%
+1.8%
Q2 2019$1,559,000
+3.8%
11,5750.0%0.16%
+4.4%
Q1 2019$1,502,000
+12.9%
11,5750.0%0.16%
-2.5%
Q4 2018$1,330,000
-13.9%
11,5750.0%0.16%
-5.3%
Q3 2018$1,545,000
+7.0%
11,5750.0%0.17%
+18.8%
Q2 2018$1,444,000
+2.9%
11,5750.0%0.14%
-8.9%
Q1 2018$1,403,000
-1.1%
11,5750.0%0.16%
-1.2%
Q4 2017$1,419,00011,5750.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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