Clear Perspectives Financial Planning, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 691 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.49 and the average weighting 0.9%.

Quarter-by-quarter ownership
Clear Perspectives Financial Planning, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2023$1,694,740
-2.7%
9,072
-9.3%
0.95%
+2.6%
Q4 2022$1,742,348
+6.5%
10,0020.0%0.93%
+15.5%
Q3 2022$1,636,000
-9.0%
10,002
-4.1%
0.80%
+14.4%
Q2 2022$1,798,000
-69.6%
10,431
-63.2%
0.70%
-68.7%
Q1 2022$5,913,000
-12.6%
28,359
-7.4%
2.24%
-18.1%
Q4 2021$6,767,000
+13.8%
30,619
+3.4%
2.74%
+1.5%
Q3 2021$5,948,000
+6.8%
29,602
+6.7%
2.70%
+0.2%
Q2 2021$5,571,000
+12.8%
27,750
+4.2%
2.69%
-6.0%
Q1 2021$4,937,000
+4.8%
26,644
-0.6%
2.86%
-4.2%
Q4 2020$4,711,00026,8092.98%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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