Halpern Financial, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 759 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 1.27 and the average weighting 0.8%.

Quarter-by-quarter ownership
Halpern Financial, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$142,854
-3.5%
7300.0%0.05%
-3.9%
Q2 2023$147,986
+8.5%
7300.0%0.05%
+4.1%
Q1 2023$136,371
+7.2%
7300.0%0.05%
+4.3%
Q4 2022$127,166
+6.5%
7300.0%0.05%0.0%
Q3 2022$119,399
-5.1%
7300.0%0.05%
-4.1%
Q2 2022$125,816
-17.3%
7300.0%0.05%
-12.5%
Q1 2022$152,198
-5.7%
7300.0%0.06%
-18.8%
Q4 2021$161,345
+10.0%
7300.0%0.07%
+1.5%
Q3 2021$146,672
+0.1%
7300.0%0.07%
-1.4%
Q2 2021$146,548
+8.3%
7300.0%0.07%
+6.2%
Q1 2021$135,269
+5.4%
7300.0%0.06%
-3.0%
Q4 2020$128,290
+12.3%
7300.0%0.07%
-1.5%
Q3 2020$114,201
+9.4%
7300.0%0.07%
-1.4%
Q2 2020$104,390
+20.7%
7300.0%0.07%
-14.8%
Q1 2020$86,454
-19.9%
7300.0%0.08%
-3.6%
Q4 2019$107,9237300.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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