Charter Oak Capital Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 1,009 filers reported holding VANGUARD INDEX FDS in Q2 2024. The put-call ratio across all filers is 0.84 and the average weighting 0.9%.

Quarter-by-quarter ownership
Charter Oak Capital Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$453,310
+13.6%
1,816
+9.1%
0.05%
+9.3%
Q1 2024$398,961
+9.9%
1,6640.0%0.04%0.0%
Q4 2023$363,002
+11.5%
1,6640.0%0.04%0.0%
Q3 2023$325,629
-3.5%
1,6640.0%0.04%
-2.3%
Q2 2023$337,327
+8.5%
1,6640.0%0.04%
+2.3%
Q1 2023$310,852
+7.2%
1,6640.0%0.04%0.0%
Q4 2022$289,869
+6.6%
1,6640.0%0.04%
-2.3%
Q3 2022$272,000
-5.2%
1,6640.0%0.04%
+12.8%
Q2 2022$287,000
-17.3%
1,6640.0%0.04%
-7.1%
Q1 2022$347,000
-5.7%
1,6640.0%0.04%
-2.3%
Q4 2021$368,000
+189.8%
1,664
+163.3%
0.04%
+168.8%
Q3 2021$127,0000.0%6320.0%0.02%0.0%
Q2 2021$127,000
+8.5%
6320.0%0.02%0.0%
Q1 2021$117,000
+5.4%
6320.0%0.02%
-5.9%
Q4 2020$111,0006320.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2024
NameSharesValueWeighting ↓
JFG Wealth Management, LLC 656,434$163,859,05546.66%
Johnson Financial Group, LLC 1,421,237$354,769,11046.39%
Addis & Hill, Inc 177,607$44,78537.33%
Mason & Associates, LLC 414,319$103,422,30933.95%
James J. Burns & Company, LLC 564,217$140,84027.70%
JUNCTURE WEALTH STRATEGIES, LLC 256,131$63,935,42026.79%
McCarthy Grittinger Financial Group, LLC 302,375$75,483,82523.81%
OAK HILL WEALTH ADVISORS, LLC 236,699$59,084,89217.91%
Voya Financial Advisors, Inc. 582,015$146,463,90216.56%
National Mutual Insurance Federation of Agricultural Cooperatives 6,543,317$1,633,342,79016.29%
View complete list of VANGUARD INDEX FDS shareholders