TruWealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 884 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.9%.

Quarter-by-quarter ownership
TruWealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$501,330
+4.1%
2,0080.0%0.03%
-2.9%
Q1 2024$481,527
+10.0%
2,008
+0.0%
0.03%
+3.0%
Q4 2023$437,843
+51.7%
2,007
+36.1%
0.03%
+32.0%
Q3 2023$288,547
-3.4%
1,475
+0.1%
0.02%
-3.8%
Q2 2023$298,635
+5.2%
1,473
-3.1%
0.03%0.0%
Q1 2023$283,940
+12.9%
1,520
+5.3%
0.03%
+4.0%
Q4 2022$251,422
+12.2%
1,443
+5.5%
0.02%
+4.2%
Q3 2022$224,000
+0.9%
1,368
+6.0%
0.02%0.0%
Q2 2022$222,000
-0.4%
1,290
+20.4%
0.02%
+4.3%
Q1 2022$223,0001,0710.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
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