VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 19 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $245,591 | -13.2% | 1,255 | -10.0% | 0.03% | -6.5% |
| Q2 2023 | $282,794 | +8.5% | 1,395 | 0.0% | 0.03% | +10.7% |
| Q1 2023 | $260,600 | +7.2% | 1,395 | 0.0% | 0.03% | +3.7% |
| Q4 2022 | $243,009 | -3.2% | 1,395 | -9.1% | 0.03% | -12.9% |
| Q3 2022 | $251,000 | -5.3% | 1,535 | 0.0% | 0.03% | +3.3% |
| Q2 2022 | $265,000 | -17.2% | 1,535 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $320,000 | -5.6% | 1,535 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $339,000 | +10.1% | 1,535 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $308,000 | -7.5% | 1,535 | -7.5% | 0.03% | +7.1% |
| Q2 2021 | $333,000 | +8.5% | 1,659 | 0.0% | 0.03% | +7.7% |
| Q1 2021 | $307,000 | +5.1% | 1,659 | 0.0% | 0.03% | +13.0% |
| Q4 2020 | $292,000 | +12.3% | 1,659 | 0.0% | 0.02% | +15.0% |
| Q3 2020 | $260,000 | -0.4% | 1,659 | -9.1% | 0.02% | +11.1% |
| Q2 2020 | $261,000 | +20.8% | 1,825 | 0.0% | 0.02% | -33.3% |
| Q1 2020 | $216,000 | – | 1,825 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JFG Wealth Management, LLC | 601,566 | $117,720,451 | 38.45% |
| Johnson Financial Group, LLC | 1,351,285 | $264,432,962 | 37.77% |
| McCarthy Grittinger Financial Group, LLC | 321,005 | $62,817,388 | 24.74% |
| James J. Burns & Company, LLC | 424,411 | $83,053 | 22.31% |
| Wealthquest Corp | 750,468 | $146,859,160 | 18.02% |
| OAK HILL WEALTH ADVISORS, LLC | 254,552 | $49,813,222 | 16.62% |
| National Mutual Insurance Federation of Agricultural Cooperatives | 6,543,317 | $1,280,461,704 | 15.78% |
| Capital Asset Advisory Services LLC | 1,083,810 | $216,848,673 | 14.85% |
| Voya Financial Advisors, Inc. | 551,057 | $108,161,346 | 13.47% |
| Koesten, Hirschmann & Crabtree, INC. | 86,132 | $16,855,309 | 13.20% |