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 | $456,937 | -8.1% | 2,335 | -4.8% | 0.08% | -9.4% |
Q2 2023 | $497,273 | +14.0% | 2,453 | +5.1% | 0.08% | -1.2% |
Q1 2023 | $436,202 | +0.6% | 2,335 | -6.1% | 0.09% | -14.9% |
Q4 2022 | $433,410 | +8.7% | 2,488 | +2.1% | 0.10% | -20.5% |
Q3 2022 | $398,760 | -5.1% | 2,438 | 0.0% | 0.13% | -35.5% |
Q2 2022 | $420,190 | -26.9% | 2,438 | -11.5% | 0.20% | -28.4% |
Q1 2022 | $574,599 | -6.7% | 2,756 | -1.1% | 0.28% | +0.7% |
Q4 2021 | $615,983 | – | 2,787 | – | 0.27% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Johnson Financial Group, LLC | 1,185,880 | $247,244,000 | 41.45% |
JFG Wealth Management, LLC | 454,793 | $94,820,000 | 28.48% |
James Reed Financial Services, Inc. | 117,301 | $24,456,000 | 27.90% |
McCarthy Grittinger Financial Group, LLC | 293,268 | $61,143,382 | 23.39% |
Wealthquest Corp | 682,820 | $150,916,000 | 23.15% |
Transamerica Financial Advisors, Inc. | 2,636 | $550,000 | 19.63% |
Kistler-Tiffany Companies, LLC | 464,495 | $96,843,000 | 18.30% |
National Mutual Insurance Federation of Agricultural Cooperatives | 9,747,317 | $2,032,218,000 | 18.02% |
MY Wealth Management Inc. | 85,453 | $17,816,000 | 16.51% |
FIDUCIENT ADVISORS LLC | 197,715 | $41,221,000 | 15.56% |