WealthOne, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 691 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.49 and the average weighting 0.9%.

Quarter-by-quarter ownership
WealthOne, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$211,843
-5.4%
1,045
-2.8%
0.08%
-1.3%
Q1 2022$224,000
-5.9%
1,0750.0%0.08%
-3.7%
Q4 2021$238,000
+8.7%
1,075
-1.2%
0.08%0.0%
Q3 2021$219,000
+0.5%
1,0880.0%0.08%
-3.5%
Q2 2021$218,000
+0.5%
1,088
-7.2%
0.08%
-8.6%
Q1 2021$217,000
+5.3%
1,1730.0%0.09%
-6.1%
Q4 2020$206,000
-20.2%
1,173
-35.1%
0.10%
-37.3%
Q2 2020$258,000
+20.6%
1,8070.0%0.16%
-3.7%
Q1 2020$214,000
-19.9%
1,8070.0%0.16%
-1.2%
Q4 2019$267,000
+8.5%
1,8070.0%0.17%
-5.7%
Q3 2019$246,000
+1.2%
1,8070.0%0.18%
+2.3%
Q2 2019$243,000
+3.4%
1,807
+866.3%
0.17%
-35.1%
Q1 2019$235,000
+13.0%
187
-89.7%
0.26%
+45.6%
Q4 2018$208,0001,8070.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 679,579$119,429,00032.38%
Wealthquest Corp 661,662$116,280,00024.88%
McCarthy Grittinger Financial Group, LLC 284,266$49,956,85124.76%
JFG Wealth Management, LLC 212,857$37,407,00020.31%
Kistler-Tiffany Companies, LLC 398,161$69,973,00019.94%
National Mutual Insurance Federation of Agricultural Cooperatives 10,753,317$1,889,788,00018.51%
Berman Capital Advisors, LLC 386,221$67,874,00016.25%
Transamerica Financial Advisors, Inc. 4,460$784,00016.19%
Carlson Capital Management 474,976$85,144,00015.68%
FIDUCIENT ADVISORS LLC 225,083$39,556,00014.70%
View complete list of VANGUARD INDEX FDS shareholders