Congress Wealth Management LLC / DE / - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 805 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.

Quarter-by-quarter ownership
Congress Wealth Management LLC / DE / ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,353,368
+4238.7%
47,796
+4041.8%
0.19%
+3760.0%
Q1 2023$215,578
-18.5%
1,154
-24.0%
0.01%
-28.6%
Q4 2022$264,435
+4.5%
1,518
-1.9%
0.01%0.0%
Q3 2022$253,000
+5.4%
1,548
+11.1%
0.01%
+16.7%
Q2 2022$240,000
-15.8%
1,393
+2.1%
0.01%0.0%
Q1 2022$285,000
+41.8%
1,364
+49.7%
0.01%
+50.0%
Q4 2021$201,0009110.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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