VALLEY NATIONAL ADVISERS INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 301 filers reported holding VANGUARD INDEX FDS in Q2 2016. The put-call ratio across all filers is 0.18 and the average weighting 0.8%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$457
-3.6%
2,3350.0%0.08%0.0%
Q2 2023$474
+8.0%
2,3350.0%0.08%
+3.9%
Q1 2023$439
+4.5%
2,3350.0%0.08%
+2.7%
Q4 2022$420
-99.9%
2,3350.0%0.08%
-8.5%
Q3 2022$396,000
-4.8%
2,3350.0%0.08%
-6.8%
Q2 2022$416,000
-10.9%
2,335
+4.2%
0.09%
-1.1%
Q1 2022$467,000
-6.6%
2,240
-1.0%
0.09%
-3.3%
Q4 2021$500,000
+10.4%
2,263
+0.3%
0.09%
+12.2%
Q3 2021$453,000
+0.2%
2,256
+0.3%
0.08%
-1.2%
Q2 2021$452,000
+8.7%
2,249
+0.3%
0.08%
+2.5%
Q1 2021$416,000
+5.9%
2,242
+0.3%
0.08%
-1.2%
Q4 2020$393,000
+13.3%
2,235
+0.8%
0.08%
+3.8%
Q3 2020$347,000
+9.8%
2,218
+0.4%
0.08%
+8.2%
Q2 2020$316,000
-25.3%
2,209
-38.2%
0.07%
-37.6%
Q1 2020$423,000
-24.5%
3,574
-5.6%
0.12%
-16.4%
Q4 2019$560,000
+3.3%
3,785
-4.8%
0.14%
-6.0%
Q3 2019$542,000
+1.7%
3,976
+0.4%
0.15%
+1.4%
Q2 2019$533,000
+4.1%
3,959
+0.3%
0.15%0.0%
Q1 2019$512,000
+11.5%
3,947
-1.3%
0.15%
-1.3%
Q4 2018$459,000
-14.0%
3,999
-0.0%
0.15%
-19.5%
Q3 2018$534,000
+2.9%
4,000
-3.8%
0.18%
-6.6%
Q2 2018$519,000
+2.4%
4,158
-0.6%
0.20%
+4.8%
Q1 2018$507,000
-1.0%
4,184
+0.2%
0.19%
+6.2%
Q4 2017$512,000
+6.4%
4,176
+0.2%
0.18%
+8.5%
Q3 2017$481,000
+1.7%
4,166
-2.2%
0.16%
-3.5%
Q2 2017$473,000
+0.9%
4,259
-1.9%
0.17%
-4.5%
Q1 2017$469,000
-58.1%
4,341
-60.2%
0.18%
-65.4%
Q4 2016$1,118,000
+3.4%
10,919
+0.2%
0.51%
-7.9%
Q3 2016$1,081,000
+5.1%
10,902
+1.6%
0.56%
+4.3%
Q2 2016$1,029,000
+5.8%
10,733
+3.7%
0.54%
+2.5%
Q1 2016$973,000
-5.1%
10,353
-5.6%
0.52%
-13.6%
Q4 2015$1,025,000
+12.9%
10,964
+6.4%
0.60%
+9.8%
Q3 2015$908,000
-9.3%
10,309
-2.3%
0.55%
-2.7%
Q2 2015$1,001,000
+97.0%
10,554
+97.7%
0.56%
+89.0%
Q1 2015$508,0005,3380.30%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2016
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 1,185,880$247,244,00041.45%
JFG Wealth Management, LLC 454,793$94,820,00028.48%
James Reed Financial Services, Inc. 117,301$24,456,00027.90%
McCarthy Grittinger Financial Group, LLC 293,268$61,143,38223.39%
Wealthquest Corp 682,820$150,916,00023.15%
Transamerica Financial Advisors, Inc. 2,636$550,00019.63%
Kistler-Tiffany Companies, LLC 464,495$96,843,00018.30%
National Mutual Insurance Federation of Agricultural Cooperatives 9,747,317$2,032,218,00018.02%
MY Wealth Management Inc. 85,453$17,816,00016.51%
FIDUCIENT ADVISORS LLC 197,715$41,221,00015.56%
View complete list of VANGUARD INDEX FDS shareholders