SAX WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 740 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.60 and the average weighting 0.8%.

Quarter-by-quarter ownership
SAX WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$370,503
-3.5%
1,8930.0%0.07%
-3.9%
Q2 2023$383,813
+8.5%
1,8930.0%0.08%
-1.3%
Q1 2023$353,690
+18.2%
1,893
+10.2%
0.08%
+11.6%
Q4 2022$299,330
-2.8%
1,718
-8.7%
0.07%
-12.7%
Q3 2022$308,000
-4.9%
1,8810.0%0.08%
-3.7%
Q2 2022$324,000
-17.3%
1,8810.0%0.08%
-13.7%
Q1 2022$392,000
-38.5%
1,881
-34.7%
0.10%
-28.6%
Q4 2021$637,000
+10.0%
2,8810.0%0.13%
-2.9%
Q3 2021$579,000
+67.8%
2,881
+67.7%
0.14%
+16.1%
Q2 2021$345,000
+8.5%
1,7180.0%0.12%
+1.7%
Q1 2021$318,000
+5.3%
1,7180.0%0.12%
-16.5%
Q4 2020$302,0001,7180.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2021
NameSharesValueWeighting ↓
McCarthy Grittinger Financial Group, LLC 261,546$35,235,46029.93%
Kistler-Tiffany Companies, LLC 386,992$52,136,00019.82%
National Mutual Insurance Federation of Agricultural Cooperatives 10,598,000$1,427,763,00017.88%
DERBY & COMPANY, INC 258,081$34,769,00017.61%
Carlson Capital Management 533,191$71,831,00017.58%
Johnson Financial Group, LLC 149,132$20,091,00012.72%
JFG Wealth Management, LLC 100,826$13,907,00011.48%
Verus Financial Partners, Inc. 228,034$30,721,00010.32%
MOLLER WEALTH PARTNERS 129,501$17,446,0008.94%
Hurlow Wealth Management Group, Inc. 56,295$7,759,0008.15%
View complete list of VANGUARD INDEX FDS shareholders