Morton Capital Management LLC/CA - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 832 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.76 and the average weighting 0.9%.

Quarter-by-quarter ownership
Morton Capital Management LLC/CA ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
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 Q2 2022
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