KWMG, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 965 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 1.29 and the average weighting 0.7%.

Quarter-by-quarter ownership
KWMG, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$10,928,159
+1.2%
68,519
+4.9%
1.38%
+2.8%
Q2 2023$10,801,724
+15.9%
65,307
+11.2%
1.34%
+6.3%
Q1 2023$9,320,006
+2.9%
58,705
+3.0%
1.26%
-2.2%
Q4 2022$9,053,029
+12.0%
57,009
+1.1%
1.29%
+3.4%
Q3 2022$8,086,000
-0.9%
56,390
+3.5%
1.24%
+1.2%
Q2 2022$8,161,000
-10.4%
54,475
+5.3%
1.23%
-1.6%
Q1 2022$9,106,000
+3.4%
51,756
+5.1%
1.25%
+4.9%
Q4 2021$8,806,000
+8.7%
49,239
+2.9%
1.19%
+0.8%
Q3 2021$8,098,000
+5.2%
47,846
+4.9%
1.18%
+2.3%
Q2 2021$7,700,000
+6.4%
45,593
+4.4%
1.16%
+0.1%
Q1 2021$7,235,000
+16.0%
43,684
-0.4%
1.15%
+3.5%
Q4 2020$6,235,000
+34.9%
43,843
+4.9%
1.12%
+19.3%
Q3 2020$4,623,000
+9.3%
41,792
+5.7%
0.94%
+2.2%
Q2 2020$4,229,000
+41.9%
39,549
+17.9%
0.92%
+14.8%
Q1 2020$2,980,000
-32.3%
33,556
+4.4%
0.80%
-17.5%
Q4 2019$4,404,000
+14.3%
32,132
+7.5%
0.97%
+4.4%
Q3 2019$3,853,000
+4.4%
29,901
+5.7%
0.92%
+4.0%
Q2 2019$3,692,000
+9.6%
28,279
+8.1%
0.89%
+6.5%
Q1 2019$3,368,000
+17.5%
26,163
+4.1%
0.84%
+6.5%
Q4 2018$2,867,000
-11.8%
25,139
+7.8%
0.78%
-5.7%
Q3 2018$3,249,000
+7.8%
23,315
+5.0%
0.83%
+0.7%
Q2 2018$3,014,000
+15.3%
22,196
+9.9%
0.82%
+7.3%
Q1 2018$2,613,000
+6.0%
20,189
+8.7%
0.77%
+3.5%
Q4 2017$2,466,000
+14.1%
18,574
+9.8%
0.74%
+4.4%
Q3 2017$2,161,000
+14.4%
16,911
+10.0%
0.71%
+6.6%
Q2 2017$1,889,000
+16.9%
15,368
+16.8%
0.67%
+7.1%
Q1 2017$1,616,000
+28.8%
13,157
+26.9%
0.62%
+14.3%
Q4 2016$1,255,000
+23.4%
10,372
+12.8%
0.55%
+10.5%
Q3 2016$1,017,000
+25.4%
9,192
+19.3%
0.49%
+12.5%
Q2 2016$811,000
+16.5%
7,704
+12.8%
0.44%
+7.1%
Q1 2016$696,000
+34.4%
6,830
+30.3%
0.41%
+17.1%
Q4 2015$518,000
+31.5%
5,241
+29.0%
0.35%
+17.8%
Q3 2015$394,000
+31.3%
4,064
+46.0%
0.30%
+35.0%
Q2 2015$300,0002,7840.22%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Efficient Advisors, LLC 342,138$34,433,0008.31%
Financial Planning & Information Services, Inc. 107,243$10,793,0007.52%
Zhang Financial LLC 95,228$9,583,0006.88%
CONCORD ASSET MANAGEMENT LLC 156,125$15,712,0005.87%
Lourd Capital, LLC 529,748$53,314,0005.82%
Modera Wealth Management, LLC 133,976$13,483,0005.35%
ARS Wealth Advisors, LLC 86,842$8,740,0005.24%
Blue Edge Capital, LLC 66,697$6,712,386,0004.68%
IBBOTSON ASSOCIATES INC 28,445$2,863,0004.62%
Summit Equities Inc 93,389$9,399,0004.15%
View complete list of VANGUARD INDEX FDS shareholders