SOA Wealth Advisors, LLC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 868 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.9%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,034
-3.1%
310.0%0.00%
+100.0%
Q2 2023$6,227
+8.9%
310.0%0.00%0.0%
Q1 2023$5,717
+7.6%
31
+3.3%
0.00%0.0%
Q4 2022$5,311
+32.8%
300.0%0.00%0.0%
Q3 2022$4,000
-20.0%
300.0%0.00%0.0%
Q2 2022$5,000
-73.7%
30
-67.7%
0.00%
-80.0%
Q1 2022$19,000
+46.2%
93
+47.6%
0.01%
+66.7%
Q4 2021$13,000
+8.3%
630.0%0.00%0.0%
Q3 2021$12,0000.0%630.0%0.00%0.0%
Q2 2021$12,000
+9.1%
630.0%0.00%0.0%
Q1 2021$11,0000.0%630.0%0.00%0.0%
Q4 2020$11,000630.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
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