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 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