FORTEM FINANCIAL GROUP, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 868 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.9%.

Quarter-by-quarter ownership
FORTEM FINANCIAL GROUP, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,650,645
-3.5%
8,4350.0%0.97%
-4.4%
Q2 2023$1,709,943
+8.5%
8,4350.0%1.01%
-1.3%
Q1 2023$1,575,742
+7.2%
8,4350.0%1.03%
+19.2%
Q4 2022$1,469,377
+6.5%
8,4350.0%0.86%
-9.8%
Q3 2022$1,380,000
-5.1%
8,4350.0%0.96%
+0.5%
Q2 2022$1,454,000
-14.4%
8,435
+3.6%
0.95%
+27.9%
Q1 2022$1,698,000
+8.7%
8,145
+15.3%
0.74%
+4.4%
Q4 2021$1,562,000
+10.1%
7,0650.0%0.71%
-1.0%
Q3 2021$1,419,000
+0.1%
7,0650.0%0.72%0.0%
Q2 2021$1,418,000
+8.3%
7,0650.0%0.72%
-5.1%
Q1 2021$1,309,000
+3.8%
7,065
-1.5%
0.76%
+0.4%
Q4 2020$1,261,000
+12.4%
7,1750.0%0.76%
-7.0%
Q3 2020$1,122,000
+15.2%
7,175
+5.4%
0.81%
+8.0%
Q2 2020$974,000
+35.7%
6,810
+12.4%
0.75%
+15.0%
Q1 2020$718,000
-28.3%
6,060
-10.6%
0.65%
-12.0%
Q4 2019$1,002,000
+14.6%
6,777
+5.7%
0.74%
-0.3%
Q3 2019$874,000
+2.5%
6,413
+1.3%
0.74%
-13.1%
Q2 2019$853,0006,3330.86%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 1,168,061$258,165,00041.85%
JFG Wealth Management, LLC 370,172$81,815,00030.66%
James Reed Financial Services, Inc. 120,137$26,552,00025.21%
McCarthy Grittinger Financial Group, LLC 290,614$64,231,41423.80%
Wealthquest Corp 682,820$150,916,00023.15%
Transamerica Financial Advisors, Inc. 3,336$738,00019.95%
Kistler-Tiffany Companies, LLC 450,346$99,535,00019.44%
National Mutual Insurance Federation of Agricultural Cooperatives 9,747,317$2,154,352,00017.32%
FIDUCIENT ADVISORS LLC 216,037$47,749,00014.48%
Latigo Investments, LLC 83,934$18,551,00012.38%
View complete list of VANGUARD INDEX FDS shareholders