Newton One Investments 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
Newton One Investments LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$711,532
-3.1%
3,636
+0.4%
0.42%
+0.7%
Q2 2023$734,370
+8.9%
3,623
+0.4%
0.42%
+4.0%
Q1 2023$674,236
+7.7%
3,609
+0.4%
0.40%
+0.2%
Q4 2022$626,288
+6.5%
3,5950.0%0.40%
-3.6%
Q3 2022$588,000
-5.2%
3,5950.0%0.42%
-9.1%
Q2 2022$620,000
-17.3%
3,5950.0%0.46%
-15.7%
Q1 2022$750,000
-5.7%
3,5950.0%0.55%
-2.7%
Q4 2021$795,000
+10.4%
3,595
+0.3%
0.56%
+4.7%
Q3 2021$720,000
-0.3%
3,583
-0.4%
0.54%
-6.3%
Q2 2021$722,000
+4.0%
3,599
-4.0%
0.57%
-7.1%
Q1 2021$694,000
+5.8%
3,748
+0.3%
0.62%
-4.3%
Q4 2020$656,0003,7350.64%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 1,168,061$258,165,00041.85%
JFG Wealth Management, LLC 370,172$81,815,00030.66%
James Reed Financial Services, Inc. 120,137$26,552,00025.21%
McCarthy Grittinger Financial Group, LLC 290,614$64,231,41423.80%
Wealthquest Corp 682,820$150,916,00023.15%
Transamerica Financial Advisors, Inc. 3,336$738,00019.95%
Kistler-Tiffany Companies, LLC 450,346$99,535,00019.44%
National Mutual Insurance Federation of Agricultural Cooperatives 9,747,317$2,154,352,00017.32%
FIDUCIENT ADVISORS LLC 216,037$47,749,00014.48%
Latigo Investments, LLC 83,934$18,551,00012.38%
View complete list of VANGUARD INDEX FDS shareholders