LAKE STREET ADVISORS GROUP, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 860 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
LAKE STREET ADVISORS GROUP, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$2,882,286
+9.9%
11,507
+5.2%
0.14%
+13.0%
Q1 2024$2,623,178
+14.4%
10,941
+4.1%
0.12%
+7.0%
Q4 2023$2,293,297
+11.5%
10,5120.0%0.12%
-5.7%
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 Q4 2021
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