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 850 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 1.39 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 Q1 2022
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