Wells Financial Advisors INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 869 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 2.48 and the average weighting 0.9%.

Quarter-by-quarter ownership
Wells Financial Advisors INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,927,522
-3.5%
14,960
-0.1%
2.28%
-0.7%
Q2 2023$3,034,718
+8.4%
14,970
-0.1%
2.29%
+2.8%
Q1 2023$2,798,974
+7.0%
14,983
-0.2%
2.23%
+3.0%
Q4 2022$2,616,310
+3.9%
15,019
-2.5%
2.16%
-11.2%
Q3 2022$2,519,000
-5.5%
15,400
-0.5%
2.44%
+1.3%
Q2 2022$2,666,000
-19.0%
15,470
-2.0%
2.41%
-12.4%
Q1 2022$3,290,000
-5.6%
15,780
+0.1%
2.75%
-1.2%
Q4 2021$3,485,000
+9.9%
15,770
-0.1%
2.78%
+3.8%
Q3 2021$3,172,000
-0.7%
15,785
-0.8%
2.68%
-0.5%
Q2 2021$3,193,000
+9.8%
15,907
+1.4%
2.69%
+3.3%
Q1 2021$2,907,000
+5.4%
15,687
-0.1%
2.61%
+10.6%
Q4 2020$2,759,00015,7012.36%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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