PBMares 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
PBMares Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$357,998
-12.8%
1,829
-9.7%
0.13%
-12.2%
Q2 2023$410,718
+8.5%
2,0260.0%0.15%
+4.3%
Q1 2023$378,414
+6.7%
2,026
-0.4%
0.14%
-1.4%
Q4 2022$354,544
+3.7%
2,035
-2.6%
0.14%
-4.0%
Q3 2022$342,000
-5.0%
2,0900.0%0.15%
-3.2%
Q2 2022$360,000
-37.0%
2,090
-23.7%
0.15%
-56.2%
Q1 2022$571,000
-14.1%
2,738
-9.1%
0.35%
+25.3%
Q4 2021$665,000
+9.4%
3,011
-0.6%
0.28%
-3.1%
Q3 2021$608,000
+0.2%
3,028
+0.2%
0.29%
-12.4%
Q2 2021$607,000
-54.6%
3,022
-58.1%
0.33%
-69.7%
Q1 2021$1,336,000
+463.7%
7,210
+260.3%
1.09%
+192.5%
Q1 2020$237,0002,0010.37%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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