PRW Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 869 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 2.48 and the average weighting 0.9%.

Quarter-by-quarter ownership
PRW Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,076,332
+18.0%
37,191
+17.5%
2.70%
+15.1%
Q1 2023$5,996,919
-79.8%
31,641
-83.2%
2.34%
-81.6%
Q4 2022$29,702,805
+438.8%
188,704
+459.8%
12.77%
+386.2%
Q3 2022$5,513,000
-9.2%
33,707
-4.3%
2.63%
-26.4%
Q2 2022$6,073,000
+19.2%
35,235
+44.2%
3.57%
+57.9%
Q1 2022$5,094,000
+2409.4%
24,435
+2319.3%
2.26%
+3666.7%
Q2 2021$203,000
-95.4%
1,010
-95.7%
0.06%
-97.2%
Q1 2021$4,399,000
+33.6%
23,739
+26.7%
2.16%
+16.4%
Q4 2020$3,293,000
+1.9%
18,739
-9.3%
1.85%
-19.9%
Q3 2020$3,231,000
+9.4%
20,6540.0%2.31%
-1.7%
Q2 2020$2,954,000
+89.1%
20,654
+56.6%
2.35%
+24.0%
Q1 2020$1,562,000
-52.7%
13,188
-40.9%
1.90%
-49.4%
Q4 2019$3,301,000
+10.9%
22,330
+2.3%
3.75%
+3.7%
Q3 2019$2,976,000
+2.6%
21,830
+1.4%
3.61%
+12.3%
Q2 2019$2,901,000
+3.8%
21,5300.0%3.22%
+23.8%
Q1 2019$2,795,000
+8.0%
21,530
-4.4%
2.60%
-19.2%
Q4 2018$2,588,00022,5303.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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