CAROLINAS WEALTH CONSULTING LLC - VANGUARD INDEX FDS ownership

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%.

Quarter-by-quarter ownership
CAROLINAS WEALTH CONSULTING LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$41,907
-86.3%
219
-85.5%
0.01%
-83.6%
Q2 2023$306,917
+4.4%
1,514
-3.8%
0.06%
-3.2%
Q1 2023$293,851
+7.2%
1,5730.0%0.06%
+1.6%
Q4 2022$274,016
+6.6%
1,5730.0%0.06%
-4.6%
Q3 2022$257,000
-5.2%
1,5730.0%0.06%
-3.0%
Q2 2022$271,000
-17.4%
1,5730.0%0.07%
-6.9%
Q1 2022$328,000
-5.7%
1,5730.0%0.07%
-5.3%
Q4 2021$348,000
+2.1%
1,573
-7.2%
0.08%
-3.8%
Q3 2021$341,000
+0.3%
1,6950.0%0.08%
+5.3%
Q2 2021$340,000
+3.7%
1,695
-4.3%
0.08%
-6.2%
Q1 2021$328,000
-35.2%
1,772
-38.5%
0.08%
-41.2%
Q4 2020$506,000
+12.2%
2,8820.0%0.14%
-10.5%
Q3 2020$451,000
+9.5%
2,8820.0%0.15%
-6.2%
Q2 2020$412,000
+20.5%
2,8820.0%0.16%
-12.4%
Q1 2020$342,0002,8820.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
James Reed Financial Services, Inc. 115,199$18,841,00028.21%
McCarthy Grittinger Financial Group, LLC 317,256$51,890,40822.60%
Johnson Financial Group, LLC 998,455$163,307,00022.35%
James J. Burns & Company, LLC 294,253$48,128,00021.38%
Capital Asset Advisory Services LLC 981,289$160,500,00020.88%
Kistler-Tiffany Companies, LLC 474,760$77,652,00017.65%
Wealthquest Corp 733,461$119,965,00016.77%
National Mutual Insurance Federation of Agricultural Cooperatives 8,925,317$1,459,825,00016.46%
Latigo Investments, LLC 111,583$18,251,00015.37%
FIDUCIENT ADVISORS LLC 197,175$32,250,00015.31%
View complete list of VANGUARD INDEX FDS shareholders