JFG Wealth Management, 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
JFG Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$117,720,451
+0.5%
601,566
+4.1%
38.45%
+7.0%
Q2 2023$117,133,035
+8.0%
577,807
-0.5%
35.92%
-2.8%
Q1 2023$108,474,402
+7.9%
580,667
+0.6%
36.95%
+13.1%
Q4 2022$100,576,286
+129.8%
577,361
+115.8%
32.66%
+122.5%
Q3 2022$43,767,000
-48.7%
267,592
-45.9%
14.68%
-53.0%
Q2 2022$85,323,000
-10.0%
495,058
+8.9%
31.21%
+9.6%
Q1 2022$94,820,000
+15.9%
454,793
+22.9%
28.48%
-7.1%
Q4 2021$81,815,000
+39.6%
370,172
+26.9%
30.66%
+9.7%
Q3 2021$58,613,000
+3.1%
291,728
+3.0%
27.95%
+11.7%
Q2 2021$56,861,000
+34.3%
283,244
+24.0%
25.02%
+6.0%
Q1 2021$42,332,000
+13.2%
228,452
+7.3%
23.60%
+16.2%
Q4 2020$37,407,000
-99.9%
212,857
+3.1%
20.31%
-11.2%
Q3 2020$32,311,743,000
+101244.7%
206,544
-7.4%
22.86%
-25.1%
Q2 2020$31,883,000
+150.5%
222,958
+107.5%
30.52%
+46.5%
Q1 2020$12,727,000
-17.5%
107,466
+2.9%
20.83%
+44.9%
Q4 2019$15,436,000
+7.3%
104,412
-1.1%
14.38%
+10.2%
Q3 2019$14,392,000
+3.5%
105,568
+4.7%
13.05%
+13.6%
Q2 2019$13,907,000
+29.6%
100,826
+22.0%
11.48%
+28.2%
Q1 2019$10,728,000
+142.1%
82,650
+114.2%
8.96%
+124.8%
Q4 2018$4,432,00038,5913.98%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Carlson Capital Management 626,880$59,441,00022.58%
Kistler-Tiffany Companies, LLC 218,935$20,759,00012.46%
MOLLER WEALTH PARTNERS 178,912$16,964,0007.70%
Transamerica Financial Advisors, Inc. 1,095,715$103,896,0007.44%
COLDSTREAM CAPITAL MANAGEMENT INC 281,273$26,670,0006.97%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 444,742$42,170,0005.64%
Financial Advisory Group 95,337$9,037,0004.52%
MONETTA FINANCIAL SERVICES INC 76,000$7,206,0004.09%
Ballentine Partners, LLC 437,784$41,511,0004.04%
Creative Planning 4,680,415$443,797,0004.03%
View complete list of VANGUARD INDEX FDS shareholders