Topel & Distasi Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 904 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.8%.

Quarter-by-quarter ownership
Topel & Distasi Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,263,278
-4.2%
26,896
-0.8%
2.76%
-0.1%
Q2 2023$5,494,320
+5.6%
27,103
-2.7%
2.76%
+1.8%
Q1 2023$5,202,659
+9.1%
27,850
+1.7%
2.72%
+1.6%
Q4 2022$4,768,551
-2.7%
27,374
+0.8%
2.67%
-1.3%
Q3 2022$4,900,000
+5.4%
27,158
+0.7%
2.71%
+0.6%
Q2 2022$4,650,000
-10.7%
26,982
+8.1%
2.69%
+23.4%
Q1 2022$5,206,000
+84.6%
24,971
+95.7%
2.18%
+89.7%
Q4 2021$2,820,00012,7591.15%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
James Reed Financial Services, Inc. 115,199$18,841,00028.21%
McCarthy Grittinger Financial Group, LLC 317,256$51,890,40822.60%
Johnson Financial Group, LLC 998,455$163,307,00022.35%
James J. Burns & Company, LLC 294,253$48,128,00021.38%
Capital Asset Advisory Services LLC 981,289$160,500,00020.88%
Kistler-Tiffany Companies, LLC 474,760$77,652,00017.65%
Wealthquest Corp 733,461$119,965,00016.77%
National Mutual Insurance Federation of Agricultural Cooperatives 8,925,317$1,459,825,00016.46%
Latigo Investments, LLC 111,583$18,251,00015.37%
FIDUCIENT ADVISORS LLC 197,175$32,250,00015.31%
View complete list of VANGUARD INDEX FDS shareholders