Bernardo Wealth Planning LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 740 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.60 and the average weighting 0.8%.

Quarter-by-quarter ownership
Bernardo Wealth Planning LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$422,690
-3.5%
2,1600.0%0.17%
-4.0%
Q2 2023$437,875
+8.5%
2,1600.0%0.17%
+0.6%
Q1 2023$403,509
+7.2%
2,1600.0%0.17%
-1.7%
Q4 2022$376,272
+2.0%
2,1600.0%0.18%
-15.8%
Q3 2022$369,000
-0.8%
2,1600.0%0.21%
-1.9%
Q2 2022$372,000
-17.3%
2,1600.0%0.21%
-4.5%
Q1 2022$450,000
-5.7%
2,1600.0%0.22%
-4.3%
Q4 2021$477,000
+10.2%
2,1600.0%0.23%
-7.5%
Q3 2021$433,0000.0%2,1600.0%0.25%
-3.1%
Q2 2021$433,000
+8.2%
2,1600.0%0.26%
+2.4%
Q1 2021$400,000
-12.3%
2,160
-16.8%
0.25%
+44.3%
Q4 2020$456,000
+12.6%
2,5950.0%0.18%
-3.3%
Q3 2020$405,000
-38.1%
2,595
-43.3%
0.18%
-48.1%
Q2 2020$654,000
+20.7%
4,5780.0%0.35%
-6.9%
Q1 2020$542,000
-23.1%
4,578
-4.1%
0.38%
-11.9%
Q4 2019$705,000
+8.5%
4,7720.0%0.43%
-9.1%
Q3 2019$650,000
+1.1%
4,7720.0%0.47%
-6.5%
Q2 2019$643,000
+3.9%
4,7720.0%0.50%
+2.9%
Q1 2019$619,000
+20.0%
4,772
+6.3%
0.49%
+7.5%
Q4 2018$516,0004,4910.46%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
JFG Wealth Management, LLC 601,566$117,720,45138.45%
Johnson Financial Group, LLC 1,351,285$264,432,96237.77%
McCarthy Grittinger Financial Group, LLC 321,005$62,817,38824.74%
James J. Burns & Company, LLC 424,411$83,05322.31%
Wealthquest Corp 750,468$146,859,16018.02%
OAK HILL WEALTH ADVISORS, LLC 254,552$49,813,22216.62%
National Mutual Insurance Federation of Agricultural Cooperatives 6,543,317$1,280,461,70415.78%
Capital Asset Advisory Services LLC 1,083,810$216,848,67314.85%
Voya Financial Advisors, Inc. 551,057$108,161,34613.47%
Koesten, Hirschmann & Crabtree, INC. 86,132$16,855,30913.20%
View complete list of VANGUARD INDEX FDS shareholders