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

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 843 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.76 and the average weighting 0.8%.

Quarter-by-quarter ownership
Topel & Distasi Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$4,961,697
+4.6%
19,877
+0.5%
2.18%
+4.0%
Q1 2024$4,742,932
-10.2%
19,782
-18.3%
2.10%
-16.5%
Q4 2023$5,283,375
+0.4%
24,219
-10.0%
2.51%
-9.1%
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 679,579$119,429,00032.38%
Wealthquest Corp 661,662$116,280,00024.88%
McCarthy Grittinger Financial Group, LLC 284,266$49,956,85124.76%
JFG Wealth Management, LLC 212,857$37,407,00020.31%
Kistler-Tiffany Companies, LLC 398,161$69,973,00019.94%
National Mutual Insurance Federation of Agricultural Cooperatives 10,753,317$1,889,788,00018.51%
Berman Capital Advisors, LLC 386,221$67,874,00016.25%
Transamerica Financial Advisors, Inc. 4,460$784,00016.19%
Carlson Capital Management 474,976$85,144,00015.68%
FIDUCIENT ADVISORS LLC 225,083$39,556,00014.70%
View complete list of VANGUARD INDEX FDS shareholders