LIBERTY WEALTH MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 854 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.68 and the average weighting 0.9%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$711
-99.9%
3,632
-1.7%
0.18%
-4.3%
Q2 2023$749,287
+8.8%
3,696
+0.2%
0.18%
+30.3%
Q1 2023$688,974
+14.8%
3,688
+0.5%
0.14%
-11.2%
Q3 2022$600,000
-4.9%
3,670
+0.2%
0.16%
-37.5%
Q2 2022$631,000
-17.1%
3,661
+0.2%
0.26%
-6.9%
Q1 2022$761,000
-6.5%
3,653
-0.8%
0.28%
+685.7%
Q4 2021$814,000
+10.1%
3,683
+0.2%
0.04%
-86.7%
Q3 2021$739,000
+0.3%
3,676
+0.2%
0.26%
-8.0%
Q2 2021$737,000
+15.2%
3,670
+1.4%
0.29%
-8.3%
Q1 2021$640,0000.0%3,6210.0%0.31%0.0%
Q4 2020$640,000
+9.0%
3,621
-3.5%
0.31%
-9.5%
Q3 2020$587,000
+9.7%
3,753
+0.3%
0.35%
-8.0%
Q2 2020$535,000
-34.5%
3,742
-45.8%
0.38%
-47.3%
Q1 2020$817,000
-22.6%
6,898
-3.4%
0.71%
-14.2%
Q4 2019$1,056,000
+8.6%
7,143
+0.2%
0.83%
-9.6%
Q3 2019$972,000
+10.7%
7,128
+0.3%
0.92%
+19.5%
Q2 2019$878,000
+66.0%
7,105
+74.1%
0.77%
+93.5%
Q1 2019$529,000
+13.0%
4,0820.0%0.40%
+14.0%
Q4 2018$468,0004,0820.35%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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