Morton Capital Management LLC/CA - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 805 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.

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 Q3 2022
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