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 19 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.0%.

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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 2023
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 1,185,880$247,244,00041.45%
JFG Wealth Management, LLC 454,793$94,820,00028.48%
James Reed Financial Services, Inc. 117,301$24,456,00027.90%
McCarthy Grittinger Financial Group, LLC 293,268$61,143,38223.39%
Wealthquest Corp 682,820$150,916,00023.15%
Transamerica Financial Advisors, Inc. 2,636$550,00019.63%
Kistler-Tiffany Companies, LLC 464,495$96,843,00018.30%
National Mutual Insurance Federation of Agricultural Cooperatives 9,747,317$2,032,218,00018.02%
MY Wealth Management Inc. 85,453$17,816,00016.51%
FIDUCIENT ADVISORS LLC 197,715$41,221,00015.56%
View complete list of VANGUARD INDEX FDS shareholders