AJ WEALTH STRATEGIES, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 854 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
AJ WEALTH STRATEGIES, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$8,847,637
+3.4%
43,645
-4.7%
0.43%
-4.3%
Q1 2023$8,553,831
+75250.9%
45,789
-29.7%
0.45%
-25.2%
Q4 2022$11,352
-99.6%
65,168
+297.6%
0.60%
+282.1%
Q3 2022$2,681,000
-6.2%
16,389
-1.2%
0.16%
+3.3%
Q2 2022$2,859,000
+19.4%
16,587
+44.5%
0.15%
+28.0%
Q1 2022$2,394,000
-5.6%
11,481
+0.1%
0.12%
-1.7%
Q4 2021$2,535,000
+5.1%
11,471
-4.5%
0.12%
-7.7%
Q3 2021$2,412,000
-0.8%
12,006
-0.9%
0.13%
-10.3%
Q2 2021$2,432,000
+12.8%
12,116
+4.1%
0.14%
-5.2%
Q1 2021$2,156,000
+4.5%
11,635
-0.9%
0.15%
-14.5%
Q4 2020$2,063,000
+12.0%
11,737
-0.3%
0.18%
-4.8%
Q3 2020$1,842,000
+9.1%
11,774
-0.2%
0.19%
+0.5%
Q2 2020$1,688,000
+20.9%
11,801
+0.1%
0.19%
-1.1%
Q1 2020$1,396,000
-30.7%
11,785
-13.5%
0.19%
-19.6%
Q4 2019$2,015,000
+7.4%
13,631
-1.0%
0.24%
-4.9%
Q3 2019$1,876,000
+0.8%
13,764
-0.3%
0.25%
-9.9%
Q2 2019$1,861,000
+10.4%
13,811
+6.3%
0.27%
-1.8%
Q1 2019$1,686,000
+13.0%
12,9930.0%0.28%
-3.1%
Q4 2018$1,492,000
-13.8%
12,993
+0.3%
0.29%
-10.0%
Q3 2018$1,730,000
+7.0%
12,9580.0%0.32%
-3.9%
Q2 2018$1,617,000
-3.5%
12,958
-6.3%
0.33%
-16.8%
Q1 2018$1,676,000
+18.2%
13,830
+19.6%
0.40%
+13.0%
Q4 2017$1,418,000
+2.8%
11,565
-3.3%
0.35%
-21.0%
Q3 2017$1,380,000
+2.1%
11,961
-1.8%
0.45%
-12.7%
Q2 2017$1,352,000
-1.7%
12,179
-4.3%
0.51%
-14.4%
Q1 2017$1,376,000
-13.6%
12,726
-18.2%
0.60%
-27.1%
Q4 2016$1,592,00015,5550.82%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 1,168,061$258,165,00041.85%
JFG Wealth Management, LLC 370,172$81,815,00030.66%
James Reed Financial Services, Inc. 120,137$26,552,00025.21%
McCarthy Grittinger Financial Group, LLC 290,614$64,231,41423.80%
Wealthquest Corp 682,820$150,916,00023.15%
Transamerica Financial Advisors, Inc. 3,336$738,00019.95%
Kistler-Tiffany Companies, LLC 450,346$99,535,00019.44%
National Mutual Insurance Federation of Agricultural Cooperatives 9,747,317$2,154,352,00017.32%
FIDUCIENT ADVISORS LLC 216,037$47,749,00014.48%
Latigo Investments, LLC 83,934$18,551,00012.38%
View complete list of VANGUARD INDEX FDS shareholders