Halpern Financial, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 869 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 2.48 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 2022
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 1,168,061$258,165,00041.85%
JFG Wealth Management, LLC 370,172$81,815,00030.66%
James Reed Financial Services, Inc. 120,137$26,552,00025.21%
McCarthy Grittinger Financial Group, LLC 290,614$64,231,41423.80%
Wealthquest Corp 682,820$150,916,00023.15%
Transamerica Financial Advisors, Inc. 3,336$738,00019.95%
Kistler-Tiffany Companies, LLC 450,346$99,535,00019.44%
National Mutual Insurance Federation of Agricultural Cooperatives 9,747,317$2,154,352,00017.32%
FIDUCIENT ADVISORS LLC 216,037$47,749,00014.48%
Latigo Investments, LLC 83,934$18,551,00012.38%
View complete list of VANGUARD INDEX FDS shareholders