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 | $221,130 | -8.8% | 1,130 | -5.5% | 0.10% | -6.6% |
| Q2 2023 | $242,453 | +6.1% | 1,196 | -2.2% | 0.11% | -5.4% |
| Q1 2023 | $228,469 | -1.5% | 1,223 | -8.2% | 0.11% | -12.5% |
| Q4 2022 | $232,034 | +6.4% | 1,332 | 0.0% | 0.13% | -1.5% |
| Q3 2022 | $218,000 | -5.2% | 1,332 | 0.0% | 0.13% | 0.0% |
| Q2 2022 | $230,000 | -17.3% | 1,332 | 0.0% | 0.13% | -5.1% |
| Q1 2022 | $278,000 | -5.4% | 1,332 | 0.0% | 0.14% | -4.2% |
| Q4 2021 | $294,000 | -1.0% | 1,332 | -10.0% | 0.14% | -9.5% |
| Q3 2021 | $297,000 | 0.0% | 1,480 | 0.0% | 0.16% | +1.9% |
| Q2 2021 | $297,000 | +14.2% | 1,480 | 0.0% | 0.16% | -3.1% |
| Q4 2020 | $260,000 | +6.6% | 1,480 | -4.9% | 0.16% | -7.0% |
| Q3 2020 | $244,000 | +9.4% | 1,557 | 0.0% | 0.17% | -2.3% |
| Q2 2020 | $223,000 | -3.0% | 1,557 | 0.0% | 0.18% | -6.4% |
| Q4 2019 | $230,000 | – | 1,557 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Johnson Financial Group, LLC | 1,185,880 | $247,244,000 | 41.45% |
| JFG Wealth Management, LLC | 454,793 | $94,820,000 | 28.48% |
| James Reed Financial Services, Inc. | 117,301 | $24,456,000 | 27.90% |
| McCarthy Grittinger Financial Group, LLC | 293,268 | $61,143,382 | 23.39% |
| Wealthquest Corp | 682,820 | $150,916,000 | 23.15% |
| Transamerica Financial Advisors, Inc. | 2,636 | $550,000 | 19.63% |
| Kistler-Tiffany Companies, LLC | 464,495 | $96,843,000 | 18.30% |
| National Mutual Insurance Federation of Agricultural Cooperatives | 9,747,317 | $2,032,218,000 | 18.02% |
| MY Wealth Management Inc. | 85,453 | $17,816,000 | 16.51% |
| FIDUCIENT ADVISORS LLC | 197,715 | $41,221,000 | 15.56% |