Royal Fund Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 719 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.41 and the average weighting 0.9%.

Quarter-by-quarter ownership
Royal Fund Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$2,329,212
-83.8%
9,278
-84.5%
0.19%
-86.6%
Q1 2024$14,380,737
+10.1%
59,953
+0.2%
1.41%
-2.3%
Q4 2023$13,061,876
+10.4%
59,857
-1.0%
1.45%
-9.7%
Q3 2023$11,830,033
-2.2%
60,453
+1.4%
1.60%
+6.5%
Q2 2023$12,091,272
+8.1%
59,645
-0.3%
1.50%
-6.1%
Q1 2023$11,181,047
+0.9%
59,853
-6.0%
1.60%
-9.2%
Q4 2022$11,086,072
+11.2%
63,640
+4.4%
1.76%
-2.7%
Q3 2022$9,969,000
-18.1%
60,952
-13.7%
1.81%
-10.5%
Q2 2022$12,177,000
-19.2%
70,657
-2.2%
2.02%
-7.3%
Q1 2022$15,069,000
+10.8%
72,278
+17.4%
2.18%
+11.9%
Q4 2021$13,603,000
+14.7%
61,546
+4.2%
1.95%
+12.8%
Q3 2021$11,863,000
+0.6%
59,047
+0.5%
1.73%
-11.5%
Q2 2021$11,796,000
+13.2%
58,761
+4.5%
1.95%
+2.5%
Q1 2021$10,420,000
+11.1%
56,238
+5.4%
1.91%
-4.0%
Q4 2020$9,378,000
+57.1%
53,367
+39.8%
1.99%
+30.1%
Q3 2020$5,971,000
+782.0%
38,170
+705.6%
1.53%
+538.9%
Q2 2020$677,000
+7422.2%
4,738
+6573.2%
0.24%
+7866.7%
Q1 2019$9,000
+12.5%
710.0%0.00%0.0%
Q4 2018$8,000
-11.1%
710.0%0.00%0.0%
Q3 2018$9,000
+12.5%
710.0%0.00%0.0%
Q2 2018$8,0000.0%710.0%0.00%0.0%
Q1 2018$8,000710.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 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