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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $103,021 | -1.6% | 526 | +1.9% | 0.06% | -13.4% |
Q2 2023 | $104,673 | +8.7% | 516 | +0.2% | 0.07% | +6.3% |
Q1 2023 | $96,253 | +6.9% | 515 | +0.2% | 0.06% | +3.3% |
Q4 2022 | $90,000 | -28.6% | 514 | -33.1% | 0.06% | -40.2% |
Q3 2022 | $126,000 | -4.5% | 768 | +0.4% | 0.10% | -8.1% |
Q2 2022 | $132,000 | -17.0% | 765 | +0.3% | 0.11% | -4.3% |
Q1 2022 | $159,000 | -19.3% | 763 | -14.5% | 0.12% | -20.0% |
Q4 2021 | $197,000 | – | 892 | – | 0.14% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Johnson Financial Group, LLC | 569,504 | $89,093,000 | 34.84% |
Wealthquest Corp | 656,980 | $102,778,000 | 25.45% |
McCarthy Grittinger Financial Group, LLC | 284,716 | $44,540,981 | 24.62% |
JFG Wealth Management, LLC | 206,544 | $32,311,743,000 | 22.86% |
Kistler-Tiffany Companies, LLC | 405,262 | $63,399,000 | 20.25% |
FIDUCIENT ADVISORS LLC | 223,576 | $34,976,000 | 19.68% |
National Mutual Insurance Federation of Agricultural Cooperatives | 10,753,317 | $1,682,249,000 | 17.82% |
Transamerica Financial Advisors, Inc. | 6,245 | $977,000 | 17.73% |
Cornerstone Advisors, Inc. | 1,034,032 | $161,764,000 | 17.29% |
Carlson Capital Management | 503,335 | $78,742,000 | 17.04% |