Global Retirement Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 868 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.9%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$913,817
+32.5%
4,698
+38.1%
0.05%
+35.3%
Q2 2023$689,623
+0.0%
3,402
-8.2%
0.03%
-8.1%
Q1 2023$689,526
-5.3%
3,706
-11.3%
0.04%
-26.0%
Q4 2022$727,770
-2.8%
4,178
-1.6%
0.05%
-12.3%
Q3 2022$749,000
-9.7%
4,245
-11.8%
0.06%
-14.9%
Q2 2022$829,000
-3.8%
4,811
+0.2%
0.07%
-1.5%
Q1 2022$862,000
+270.0%
4,800
+355.0%
0.07%
-62.2%
Q4 2021$233,000
+10.4%
1,055
+0.3%
0.18%
+757.1%
Q3 2021$211,000
+2.9%
1,052
+3.2%
0.02%0.0%
Q2 2021$205,0000.0%1,019
-7.9%
0.02%
-12.5%
Q1 2021$205,000
-3.3%
1,107
-8.1%
0.02%
-11.1%
Q4 2020$212,000
+12.8%
1,205
+0.4%
0.03%
-3.6%
Q3 2020$188,000
+21.3%
1,200
+11.0%
0.03%
+12.0%
Q2 2020$155,000
-12.4%
1,081
-27.6%
0.02%
-24.2%
Q1 2020$177,000
+12.0%
1,494
+39.6%
0.03%
+37.5%
Q4 2019$158,000
+6.8%
1,070
-1.5%
0.02%0.0%
Q3 2019$148,000
-8.6%
1,086
-9.9%
0.02%
-22.6%
Q2 2019$162,000
+852.9%
1,205
+819.8%
0.03%
+675.0%
Q1 2019$17,000
+13.3%
1310.0%0.00%0.0%
Q4 2018$15,000
-11.8%
1310.0%0.00%0.0%
Q3 2018$17,000
+6.2%
1310.0%0.00%0.0%
Q2 2018$16,0000.0%1310.0%0.00%0.0%
Q1 2018$16,000
-30.4%
131
-31.4%
0.00%
-33.3%
Q4 2017$23,000
+53.3%
191
+45.8%
0.01%0.0%
Q3 2017$15,0000.0%1310.0%0.01%
-14.3%
Q2 2017$15,000
+7.1%
1310.0%0.01%
-12.5%
Q1 2017$14,000
+7.7%
1310.0%0.01%
-11.1%
Q4 2016$13,0001310.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
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