Halpern Financial, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 854 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.68 and the average weighting 0.9%.

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 Q4 2021
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