Gradient Capital Advisors, 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
Gradient Capital Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,908,494
-3.9%
19,973
-0.5%
1.63%
+0.1%
Q2 2023$4,068,973
+10.0%
20,072
+1.3%
1.63%
+3.8%
Q1 2023$3,699,938
+7.9%
19,806
+0.6%
1.57%
+0.9%
Q4 2022$3,430,326
+10.7%
19,692
+3.9%
1.56%
+5.3%
Q3 2022$3,100,000
-4.8%
18,956
+0.3%
1.48%
-5.3%
Q2 2022$3,257,000
-13.9%
18,897
+4.2%
1.56%
-2.4%
Q1 2022$3,781,000
-5.7%
18,1370.0%1.60%
-4.0%
Q4 2021$4,009,000
+9.3%
18,137
-0.6%
1.67%
-0.7%
Q3 2021$3,667,000
-2.3%
18,252
-2.4%
1.68%
-4.5%
Q2 2021$3,755,000
+7.4%
18,707
-0.8%
1.76%
-4.9%
Q1 2021$3,495,000
+7.2%
18,863
+1.7%
1.85%
-0.5%
Q4 2020$3,260,000
+7.5%
18,550
-4.3%
1.86%
-1.8%
Q3 2020$3,033,000
+8.7%
19,385
-0.6%
1.89%
+0.4%
Q2 2020$2,790,000
+17.5%
19,510
-2.7%
1.89%
-1.6%
Q1 2020$2,374,000
-19.9%
20,0460.0%1.92%
-7.1%
Q4 2019$2,964,000
+8.5%
20,0460.0%2.06%
+1.1%
Q3 2019$2,733,000
+1.2%
20,0460.0%2.04%
-1.6%
Q2 2019$2,701,000
+3.7%
20,046
-0.1%
2.08%
-0.1%
Q1 2019$2,605,000
+13.0%
20,0660.0%2.08%
+4.3%
Q4 2018$2,305,000
-14.9%
20,066
-1.0%
1.99%
-12.8%
Q3 2018$2,707,000
+6.6%
20,272
-0.4%
2.28%
-3.3%
Q2 2018$2,540,000
+3.0%
20,362
+0.1%
2.36%
-4.2%
Q1 2018$2,466,000
-0.8%
20,349
+0.3%
2.46%
-3.3%
Q4 2017$2,487,00020,2862.55%
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