Emerson 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
Emerson Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2022$14,817,000
-16.3%
85,970
+1.2%
9.70%
-1.0%
Q1 2022$17,708,000
-3.7%
84,935
+2.1%
9.80%
+2.3%
Q4 2021$18,379,000
+2.4%
83,153
-6.9%
9.58%
-4.3%
Q3 2021$17,943,000
-2.1%
89,305
-2.2%
10.00%
-0.9%
Q2 2021$18,327,000
+7.7%
91,295
-0.6%
10.10%
-0.2%
Q1 2021$17,017,000
+3.3%
91,837
-2.0%
10.12%
+3.9%
Q4 2020$16,472,000
+11.4%
93,727
-0.8%
9.73%
-2.4%
Q3 2020$14,788,000
+9.5%
94,527
+0.1%
9.97%
+4.5%
Q2 2020$13,504,000
+51.6%
94,432
+25.6%
9.55%
+20.7%
Q1 2020$8,907,000
+166.3%
75,211
+232.4%
7.91%
+250.9%
Q4 2019$3,345,000
+18.1%
22,624
+8.9%
2.25%
+7.9%
Q3 2019$2,832,000
+1.2%
20,7740.0%2.09%
+1.4%
Q2 2019$2,799,000
+5.1%
20,774
+1.3%
2.06%
+1.4%
Q1 2019$2,662,000
+137.9%
20,507
+110.6%
2.03%
+88.3%
Q4 2018$1,119,0009,7391.08%
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