Principle Wealth Partners LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 716 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.41 and the average weighting 0.9%.

Quarter-by-quarter ownership
Principle Wealth Partners LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$362,026
-3.5%
1,8500.0%0.04%
-5.3%
Q2 2023$375,032
+8.5%
1,8500.0%0.04%
+2.7%
Q1 2023$345,598
+7.2%
1,8500.0%0.04%0.0%
Q4 2022$322,270
-16.5%
1,850
-21.7%
0.04%
+2.8%
Q3 2022$386,000
+21.0%
2,363
+27.7%
0.04%
-5.3%
Q2 2022$319,000
-18.8%
1,850
-2.0%
0.04%
-7.3%
Q1 2022$393,000
-5.1%
1,887
+0.7%
0.04%
-4.7%
Q4 2021$414,000
+9.8%
1,8740.0%0.04%
-2.3%
Q3 2021$377,000
+1.6%
1,874
+1.3%
0.04%
+4.8%
Q2 2021$371,000
+8.2%
1,8500.0%0.04%
+5.0%
Q1 2021$343,000
+5.5%
1,8500.0%0.04%
-7.0%
Q4 2020$325,000
+190.2%
1,850
+135.4%
0.04%
+30.3%
Q2 2020$112,0007860.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
James Reed Financial Services, Inc. 115,199$18,841,00028.21%
McCarthy Grittinger Financial Group, LLC 317,256$51,890,40822.60%
Johnson Financial Group, LLC 998,455$163,307,00022.35%
James J. Burns & Company, LLC 294,253$48,128,00021.38%
Capital Asset Advisory Services LLC 981,289$160,500,00020.88%
Kistler-Tiffany Companies, LLC 474,760$77,652,00017.65%
Wealthquest Corp 733,461$119,965,00016.77%
National Mutual Insurance Federation of Agricultural Cooperatives 8,925,317$1,459,825,00016.46%
Latigo Investments, LLC 111,583$18,251,00015.37%
FIDUCIENT ADVISORS LLC 197,175$32,250,00015.31%
View complete list of VANGUARD INDEX FDS shareholders