KWMG, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 615 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.20 and the average weighting 0.5%.

Quarter-by-quarter ownership
KWMG, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$25,908,255
-2.7%
133,020
+2.8%
3.26%
-1.2%
Q2 2023$26,638,233
+13.5%
129,456
+7.5%
3.30%
+4.1%
Q1 2023$23,463,782
+11.1%
120,395
+2.5%
3.17%
+5.6%
Q4 2022$21,112,812
+8.9%
117,450
+3.3%
3.00%
+0.5%
Q3 2022$19,394,000
+0.6%
113,720
+3.5%
2.98%
+2.8%
Q2 2022$19,274,000
-11.0%
109,898
+13.1%
2.90%
-2.3%
Q1 2022$21,656,000
-7.5%
97,196
+5.7%
2.97%
-6.2%
Q4 2021$23,405,000
+8.0%
91,923
+0.2%
3.17%
+0.1%
Q3 2021$21,668,000
+3.4%
91,698
+3.2%
3.16%
+0.6%
Q2 2021$20,959,000
+14.3%
88,875
+4.0%
3.14%
+7.5%
Q1 2021$18,341,000
-2.2%
85,472
-3.3%
2.92%
-12.7%
Q4 2020$18,748,000
+16.7%
88,407
-0.9%
3.35%
+3.1%
Q3 2020$16,064,000
+10.9%
89,177
+1.6%
3.25%
+3.7%
Q2 2020$14,487,000
+41.1%
87,757
+8.3%
3.13%
+14.2%
Q1 2020$10,266,000
-20.9%
81,033
-0.9%
2.74%
-3.6%
Q4 2019$12,979,000
+12.4%
81,740
+4.8%
2.85%
+2.7%
Q3 2019$11,547,000
+2.2%
77,965
+3.1%
2.77%
+1.9%
Q2 2019$11,293,000
+9.4%
75,637
+4.6%
2.72%
+6.2%
Q1 2019$10,327,000
+18.7%
72,332
-0.5%
2.56%
+7.6%
Q4 2018$8,702,000
-10.6%
72,704
+6.4%
2.38%
-4.4%
Q3 2018$9,739,000
+10.5%
68,342
+4.2%
2.49%
+3.2%
Q2 2018$8,815,000
+10.7%
65,584
+6.7%
2.41%
+2.9%
Q1 2018$7,964,000
+6.4%
61,447
+4.9%
2.34%
+4.0%
Q4 2017$7,485,000
+13.1%
58,601
+7.8%
2.25%
+3.3%
Q3 2017$6,616,000
+11.1%
54,341
+7.4%
2.18%
+3.6%
Q2 2017$5,954,000
+14.0%
50,593
+9.4%
2.11%
+4.4%
Q1 2017$5,225,000
+29.3%
46,257
+20.9%
2.02%
+14.8%
Q4 2016$4,041,000
+39.5%
38,246
+40.5%
1.76%
+24.9%
Q3 2016$2,896,000
+26.4%
27,220
+21.0%
1.41%
+13.6%
Q2 2016$2,292,000
+18.9%
22,498
+17.0%
1.24%
+9.2%
Q1 2016$1,928,000
+38.7%
19,227
+37.9%
1.14%
+20.9%
Q4 2015$1,390,000
+53.3%
13,944
+49.5%
0.94%
+37.5%
Q3 2015$907,000
+109.0%
9,326
+128.8%
0.68%
+114.8%
Q2 2015$434,0004,0760.32%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
SWAN Capital LLC 61,402$11,959,1719.54%
BHK Investment Advisors, LLC 106,011$20,647,7069.50%
STEPHENS GROUP ASSET MANAGEMENT, LLC 431,212$83,987,1619.04%
Axiom Advisory, LLC 40,794$7,945,4607.15%
Trust Co 226,435$44,101,5857.11%
Pacific Life Fund Advisors LLC 336,836$65,605,5486.94%
Davis Investment Partners, LLC 67,620$12,928,5776.88%
Praetorian Wealth Management, Inc. 108,901$21,210,6476.74%
Truepoint, Inc. 1,026,813$199,992,4116.43%
Hyperion Partners, LLC 34,949$6,806,9695.88%
View complete list of VANGUARD INDEX FDS shareholders