Essex Private 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 691 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.49 and the average weighting 0.9%.

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Quarter-by-quarter ownership
Essex Private Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$552,629
-3.5%
2,8240.0%1.89%
-4.1%
Q2 2023$572,481
+8.5%
2,8240.0%1.97%
+2.8%
Q1 2023$527,551
+7.2%
2,8240.0%1.92%
+3.9%
Q4 2022$491,941
+17.7%
2,824
+10.6%
1.84%
+10.6%
Q3 2022$418,000
-5.0%
2,5540.0%1.67%
+1.5%
Q2 2022$440,000
-17.3%
2,5540.0%1.64%
+14.6%
Q1 2022$532,000
-5.7%
2,5540.0%1.43%
+201.3%
Q4 2021$564,000
+9.9%
2,5540.0%0.48%
+2.1%
Q3 2021$513,0000.0%2,5540.0%0.47%
-0.4%
Q2 2021$513,000
+8.5%
2,5540.0%0.47%
+3.8%
Q1 2021$473,000
+5.6%
2,5540.0%0.45%
+3.2%
Q4 2020$448,000
+12.3%
2,5540.0%0.44%
+5.8%
Q3 2020$399,000
+9.3%
2,5540.0%0.41%
-2.4%
Q2 2020$365,000
+20.9%
2,5540.0%0.42%
+7.4%
Q1 2020$302,000
-19.9%
2,5540.0%0.39%
+3.1%
Q4 2019$377,000–2,554–0.38%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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