WealthOne, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 904 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.8%.

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 Q3 2023
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