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 ↓
McCarthy Grittinger Financial Group, LLC 261,546$35,235,46029.93%
Kistler-Tiffany Companies, LLC 386,992$52,136,00019.82%
National Mutual Insurance Federation of Agricultural Cooperatives 10,598,000$1,427,763,00017.88%
DERBY & COMPANY, INC 258,081$34,769,00017.61%
Carlson Capital Management 533,191$71,831,00017.58%
Johnson Financial Group, LLC 149,132$20,091,00012.72%
JFG Wealth Management, LLC 100,826$13,907,00011.48%
Verus Financial Partners, Inc. 228,034$30,721,00010.32%
MOLLER WEALTH PARTNERS 129,501$17,446,0008.94%
Hurlow Wealth Management Group, Inc. 56,295$7,759,0008.15%
View complete list of VANGUARD INDEX FDS shareholders