KWMG, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 337 filers reported holding VANGUARD INDEX FDS in Q1 2017. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.

Quarter-by-quarter ownership
KWMG, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$23,343,433
-1.7%
178,249
+3.9%
2.94%
-0.1%
Q2 2023$23,741,960
+11.8%
171,571
+8.3%
2.94%
+2.6%
Q1 2023$21,238,029
+1.3%
158,410
+2.2%
2.87%
-3.8%
Q4 2022$20,965,716
+11.5%
155,026
+0.4%
2.98%
+3.0%
Q3 2022$18,795,000
-3.1%
154,345
+3.0%
2.89%
-1.1%
Q2 2022$19,406,000
-10.1%
149,833
+3.8%
2.92%
-1.3%
Q1 2022$21,594,000
+3.7%
144,280
+4.2%
2.96%
+5.1%
Q4 2021$20,819,000
+9.8%
138,491
+2.0%
2.82%
+1.8%
Q3 2021$18,959,000
+5.4%
135,802
+4.7%
2.77%
+2.5%
Q2 2021$17,994,000
+7.3%
129,758
+4.3%
2.70%
+0.9%
Q1 2021$16,774,000
+13.5%
124,372
+0.1%
2.67%
+1.2%
Q4 2020$14,784,000
+23.7%
124,281
+5.4%
2.64%
+9.3%
Q3 2020$11,956,000
+11.4%
117,944
+5.2%
2.42%
+4.2%
Q2 2020$10,733,000
+32.7%
112,154
+12.8%
2.32%
+7.4%
Q1 2020$8,086,000
-31.2%
99,468
+0.9%
2.16%
-16.1%
Q4 2019$11,752,000
+11.7%
98,597
+5.9%
2.58%
+2.1%
Q3 2019$10,517,000
+6.0%
93,067
+4.4%
2.52%
+5.6%
Q2 2019$9,924,000
+9.2%
89,133
+5.8%
2.39%
+6.1%
Q1 2019$9,084,000
+16.6%
84,207
+2.9%
2.25%
+5.7%
Q4 2018$7,792,000
-11.3%
81,800
+5.3%
2.13%
-5.1%
Q3 2018$8,783,000
+7.1%
77,675
+4.7%
2.25%
+0.1%
Q2 2018$8,197,000
+8.8%
74,204
+7.8%
2.24%
+1.1%
Q1 2018$7,532,000
+3.8%
68,854
+5.8%
2.22%
+1.5%
Q4 2017$7,258,000
+15.2%
65,056
+9.1%
2.19%
+5.2%
Q3 2017$6,300,000
+9.9%
59,640
+7.1%
2.08%
+2.5%
Q2 2017$5,731,000
+11.4%
55,708
+10.4%
2.03%
+2.1%
Q1 2017$5,144,000
+26.3%
50,473
+20.5%
1.99%
+12.1%
Q4 2016$4,072,000
+54.4%
41,901
+48.6%
1.77%
+38.1%
Q3 2016$2,638,000
+25.6%
28,195
+19.6%
1.28%
+12.9%
Q2 2016$2,100,000
+20.8%
23,572
+18.1%
1.14%
+11.0%
Q1 2016$1,739,000
+38.2%
19,964
+36.4%
1.02%
+20.4%
Q4 2015$1,258,000
+54.5%
14,641
+49.6%
0.85%
+38.7%
Q3 2015$814,000
+90.6%
9,784
+107.4%
0.61%
+95.8%
Q2 2015$427,0004,7180.31%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2017
NameSharesValueWeighting ↓
Waverly Advisors, LLC 540,505$61,077,0008.76%
Dougherty Wealth Advisers LLC 19,972$2,257,0007.42%
FORTE CAPITAL LLC /ADV 188,633$21,316,0006.59%
Money Design Co.,Ltd. 269,870$30,495,0006.41%
BHK Investment Advisors, LLC 97,225$10,986,0006.34%
Summit Financial, LLC 319,281$34,749,323,0005.89%
SHAKESPEARE WEALTH MANAGEMENT, INC. 73,856$8,346,0004.83%
Capital Advantage, Inc. 121,914$13,776,0004.77%
Betterment LLC 7,455,727$830,121,0004.71%
DERBY & COMPANY, INC 81,204$9,176,0004.39%
View complete list of VANGUARD INDEX FDS shareholders