KWMG, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 743 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 2.11 and the average weighting 0.5%.

Quarter-by-quarter ownership
KWMG, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$10,805,016
-2.1%
50,448
+5.1%
1.36%
-0.5%
Q2 2023$11,032,149
+17.4%
48,020
+10.6%
1.37%
+7.7%
Q1 2023$9,398,037
+11.2%
43,427
+3.1%
1.27%
+5.7%
Q4 2022$8,448,750
+7.1%
42,130
+4.2%
1.20%
-1.1%
Q3 2022$7,888,000
+4.1%
40,426
+5.2%
1.21%
+6.3%
Q2 2022$7,575,000
-9.0%
38,445
+14.6%
1.14%
-0.1%
Q1 2022$8,326,000
-5.8%
33,555
+7.0%
1.14%
-4.5%
Q4 2021$8,839,000
+3.0%
31,368
+2.4%
1.20%
-4.5%
Q3 2021$8,579,000
+2.4%
30,621
+4.1%
1.25%
-0.3%
Q2 2021$8,376,000
+7.7%
29,407
+3.8%
1.26%
+1.3%
Q1 2021$7,778,000
-1.3%
28,319
-3.9%
1.24%
-12.0%
Q4 2020$7,884,000
+25.3%
29,454
+0.6%
1.41%
+10.7%
Q3 2020$6,294,000
+11.5%
29,285
+3.6%
1.27%
+4.3%
Q2 2020$5,643,000
+46.8%
28,273
+10.6%
1.22%
+18.8%
Q1 2020$3,843,000
-22.3%
25,570
+2.7%
1.03%
-5.3%
Q4 2019$4,947,000
+16.2%
24,898
+6.5%
1.08%
+6.2%
Q3 2019$4,256,000
+2.3%
23,378
+4.7%
1.02%
+2.0%
Q2 2019$4,159,000
+10.4%
22,334
+6.5%
1.00%
+7.3%
Q1 2019$3,767,000
+21.9%
20,962
+2.2%
0.93%
+10.5%
Q4 2018$3,090,000
-12.8%
20,520
+8.5%
0.84%
-6.7%
Q3 2018$3,542,000
+11.9%
18,907
+5.0%
0.91%
+4.6%
Q2 2018$3,165,000
+15.4%
18,003
+7.6%
0.87%
+7.3%
Q1 2018$2,742,000
+8.4%
16,727
+6.4%
0.81%
+5.9%
Q4 2017$2,530,000
+14.5%
15,726
+8.7%
0.76%
+4.7%
Q3 2017$2,209,000
+14.5%
14,470
+9.3%
0.73%
+6.6%
Q2 2017$1,930,000
+19.8%
13,243
+15.6%
0.68%
+9.8%
Q1 2017$1,611,000
+36.5%
11,452
+29.2%
0.62%
+21.2%
Q4 2016$1,180,000
+14.1%
8,864
+13.0%
0.51%
+2.2%
Q3 2016$1,034,000
+26.3%
7,843
+18.6%
0.50%
+13.3%
Q2 2016$819,000
+17.7%
6,612
+13.1%
0.44%
+8.0%
Q1 2016$696,000
+34.6%
5,845
+37.3%
0.41%
+17.5%
Q4 2015$517,000
+33.9%
4,257
+29.9%
0.35%
+19.9%
Q3 2015$386,000
+29.5%
3,277
+47.6%
0.29%
+33.5%
Q2 2015$298,0002,2200.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Jentner Corp 98,470$21,090,32313.11%
BHK Investment Advisors, LLC 95,046$20,356,9459.36%
Bromfield Sneider Wealth Advisors 57,033$12,215,2829.20%
SWAN Capital LLC 52,751$11,298,2099.01%
Vawter Financial, Ltd. 43,774$9,375,6058.42%
Summit Financial Strategies, Inc. 133,928$28,684,6225.46%
Brickley Wealth Management 94,657$20,273,6015.41%
Fee-Only Financial Planning, L.C. 31,174$6,676,8475.38%
Jacobsen Capital Management 45,583$9,763,0015.30%
American Financial Advisors, LLC 150,038$32,135,1815.06%
View complete list of VANGUARD INDEX FDS shareholders