TRANSCEND CAPITAL ADVISORS, 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
TRANSCEND CAPITAL ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,310,981
-1.9%
32,250
+1.7%
0.62%
+0.3%
Q2 2023$6,430,328
+11.0%
31,720
+2.3%
0.61%
+1.3%
Q1 2023$5,795,166
+3.4%
31,022
-3.6%
0.60%
-0.7%
Q4 2022$5,604,034
+5.2%
32,170
-1.2%
0.61%
+3.4%
Q3 2022$5,325,000
-8.7%
32,559
-3.8%
0.59%
-3.0%
Q2 2022$5,835,000
+9.7%
33,858
+32.7%
0.61%
+27.5%
Q1 2022$5,320,000
+5.5%
25,515
+11.8%
0.48%
+6.7%
Q4 2021$5,045,000
+7.7%
22,824
+4.1%
0.45%
+6.2%
Q3 2021$4,686,000
+13.3%
21,925
+6.3%
0.42%
-29.4%
Q2 2021$4,137,00020,6170.60%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 569,504$89,093,00034.84%
Wealthquest Corp 656,980$102,778,00025.45%
McCarthy Grittinger Financial Group, LLC 284,716$44,540,98124.62%
JFG Wealth Management, LLC 206,544$32,311,743,00022.86%
Kistler-Tiffany Companies, LLC 405,262$63,399,00020.25%
FIDUCIENT ADVISORS LLC 223,576$34,976,00019.68%
National Mutual Insurance Federation of Agricultural Cooperatives 10,753,317$1,682,249,00017.82%
Transamerica Financial Advisors, Inc. 6,245$977,00017.73%
Cornerstone Advisors, Inc. 1,034,032$161,764,00017.29%
Carlson Capital Management 503,335$78,742,00017.04%
View complete list of VANGUARD INDEX FDS shareholders