Morton Capital Management LLC/CA - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 860 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 1.39 and the average weighting 0.9%.

Quarter-by-quarter ownership
Morton Capital Management LLC/CA ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$859,941
+4.1%
3,4450.0%0.20%
-8.5%
Q1 2024$825,974
+9.9%
3,4450.0%0.22%0.0%
Q4 2023$751,527
+14.4%
3,445
+2.7%
0.22%
-4.3%
Q3 2023$656,736
-3.5%
3,3560.0%0.23%
+0.4%
Q2 2023$680,329
-0.4%
3,356
-8.2%
0.23%
-4.1%
Q1 2023$682,978
-5.1%
3,656
-11.5%
0.24%
-13.9%
Q4 2022$719,446
+6.5%
4,1300.0%0.28%
-8.5%
Q3 2022$675,503
-5.1%
4,1300.0%0.31%
-1.0%
Q2 2022$711,806
-17.3%
4,1300.0%0.31%
-12.2%
Q1 2022$861,064
-5.7%
4,1300.0%0.35%
-4.3%
Q4 2021$912,8134,1300.37%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 679,579$119,429,00032.38%
Wealthquest Corp 661,662$116,280,00024.88%
McCarthy Grittinger Financial Group, LLC 284,266$49,956,85124.76%
JFG Wealth Management, LLC 212,857$37,407,00020.31%
Kistler-Tiffany Companies, LLC 398,161$69,973,00019.94%
National Mutual Insurance Federation of Agricultural Cooperatives 10,753,317$1,889,788,00018.51%
Berman Capital Advisors, LLC 386,221$67,874,00016.25%
Transamerica Financial Advisors, Inc. 4,460$784,00016.19%
Carlson Capital Management 474,976$85,144,00015.68%
FIDUCIENT ADVISORS LLC 225,083$39,556,00014.70%
View complete list of VANGUARD INDEX FDS shareholders