HighMark Wealth Management LLC - VANGUARD INDEX FDS ownership

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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%.

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Quarter-by-quarter ownership
HighMark Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$326,323
-3.5%
1,6680.0%0.27%
+6.7%
Q2 2023$338,046
+8.5%
1,6680.0%0.25%
+4.5%
Q1 2023$311,516
+7.2%
1,6680.0%0.24%
+11.0%
Q4 2022$290,488
+6.4%
1,6680.0%0.22%
-6.0%
Q3 2022$273,000
-17.5%
1,668
-13.2%
0.23%
-12.4%
Q2 2022$331,000
-17.5%
1,9220.0%0.27%
-0.7%
Q1 2022$401,000
-5.6%
1,9220.0%0.27%
-0.4%
Q4 2021$425,000
-3.2%
1,922
-12.1%
0.27%
-16.7%
Q3 2021$439,0000.0%2,1860.0%0.32%0.0%
Q2 2021$439,000
+8.4%
2,1860.0%0.32%0.0%
Q1 2021$405,000
+5.5%
2,1860.0%0.32%
-2.1%
Q4 2020$384,000
+6.4%
2,186
-5.2%
0.33%
+1.5%
Q3 2020$361,000
+9.4%
2,3070.0%0.32%
-10.5%
Q2 2020$330,000
+20.9%
2,3070.0%0.36%
+10.3%
Q1 2020$273,000
-19.9%
2,307
+0.0%
0.33%
-9.6%
Q4 2019$341,000–2,306–0.36%–
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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