SAX WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 745 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
Q2 2024$566,965
+22.8%
2,271
+17.9%
0.05%0.0%
Q1 2024$461,853
+11.8%
1,926
+1.7%
0.05%
-19.4%
Q4 2023$413,026
+11.5%
1,8930.0%0.07%
-8.2%
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 ↓
JFG Wealth Management, LLC 656,434$163,859,05546.66%
Johnson Financial Group, LLC 1,421,237$354,769,11046.39%
Addis & Hill, Inc 177,607$44,78537.33%
Mason & Associates, LLC 414,319$103,422,30933.95%
James J. Burns & Company, LLC 564,217$140,84027.70%
JUNCTURE WEALTH STRATEGIES, LLC 256,131$63,935,42026.79%
McCarthy Grittinger Financial Group, LLC 302,375$75,483,82523.81%
OAK HILL WEALTH ADVISORS, LLC 236,699$59,084,89217.91%
Voya Financial Advisors, Inc. 582,015$146,463,90216.56%
National Mutual Insurance Federation of Agricultural Cooperatives 6,543,317$1,633,342,79016.29%
View complete list of VANGUARD INDEX FDS shareholders