BRANDYWINE OAK PRIVATE WEALTH 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
BRANDYWINE OAK PRIVATE WEALTH LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$937,159
-3.5%
4,7890.0%0.11%
+0.9%
Q2 2023$970,826
+8.5%
4,7890.0%0.11%
+4.8%
Q1 2023$894,633
+7.2%
4,7890.0%0.10%0.0%
Q4 2022$834,244
+6.5%
4,7890.0%0.10%
-1.9%
Q3 2022$783,000
-5.1%
4,7890.0%0.11%0.0%
Q2 2022$825,000
-17.3%
4,7890.0%0.11%
-7.0%
Q1 2022$998,000
-5.7%
4,7890.0%0.11%
-1.7%
Q4 2021$1,058,000
+10.0%
4,7890.0%0.12%
+3.6%
Q3 2021$962,000
+0.1%
4,7890.0%0.11%0.0%
Q2 2021$961,000
+8.3%
4,7890.0%0.11%
-14.5%
Q1 2021$887,000
+5.5%
4,7890.0%0.13%
+2.3%
Q4 2020$841,000
+12.3%
4,7890.0%0.13%
+2.4%
Q3 2020$749,000
+9.5%
4,7890.0%0.12%
+2.5%
Q2 2020$684,0004,7890.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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