THEORY FINANCIAL LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 19 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.0%.

Quarter-by-quarter ownership
THEORY FINANCIAL LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$378,660
-58.5%
1,935
-57.0%
0.22%
-57.8%
Q2 2023$912,848
+56.5%
4,503
+44.2%
0.53%
+50.3%
Q1 2023$583,221
+8.5%
3,122
+1.2%
0.35%
-1.7%
Q4 2022$537,581
-35.2%
3,086
-35.0%
0.36%
-40.3%
Q2 2022$830,0004,7450.60%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
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