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

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 832 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.76 and the average weighting 0.9%.

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 Q2 2022
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 569,504$89,093,00034.84%
Wealthquest Corp 656,980$102,778,00025.45%
McCarthy Grittinger Financial Group, LLC 284,716$44,540,98124.62%
JFG Wealth Management, LLC 206,544$32,311,743,00022.86%
Kistler-Tiffany Companies, LLC 405,262$63,399,00020.25%
FIDUCIENT ADVISORS LLC 223,576$34,976,00019.68%
National Mutual Insurance Federation of Agricultural Cooperatives 10,753,317$1,682,249,00017.82%
Transamerica Financial Advisors, Inc. 6,245$977,00017.73%
Cornerstone Advisors, Inc. 1,034,032$161,764,00017.29%
Carlson Capital Management 503,335$78,742,00017.04%
View complete list of VANGUARD INDEX FDS shareholders