KWMG, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,260 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.

Quarter-by-quarter ownership
KWMG, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,011,005
-41.5%
4,855
-38.1%
0.13%
-40.7%
Q2 2023$1,727,596
-37.7%
7,847
-40.3%
0.21%
-42.8%
Q1 2023$2,774,653
-1.7%
13,155
-5.0%
0.37%
-6.7%
Q4 2022$2,822,157
-0.2%
13,847
-8.0%
0.40%
-7.8%
Q3 2022$2,829,000
-7.7%
15,050
-3.2%
0.44%
-5.6%
Q2 2022$3,064,000
-16.4%
15,555
+1.0%
0.46%
-8.2%
Q1 2022$3,663,000
-9.3%
15,400
-2.8%
0.50%
-8.1%
Q4 2021$4,038,000
+1.5%
15,851
-5.7%
0.55%
-6.0%
Q3 2021$3,979,000
-1.8%
16,808
-2.2%
0.58%
-4.4%
Q2 2021$4,053,000
+6.7%
17,178
+0.1%
0.61%
+0.3%
Q1 2021$3,799,000
-7.3%
17,164
-13.4%
0.61%
-17.2%
Q4 2020$4,097,000
+15.6%
19,814
-1.5%
0.73%
+2.1%
Q3 2020$3,545,000
+5.8%
20,113
-1.6%
0.72%
-1.1%
Q2 2020$3,351,000
+28.0%
20,445
+2.8%
0.72%
+3.6%
Q1 2020$2,618,000
-38.1%
19,884
-16.2%
0.70%
-24.6%
Q4 2019$4,230,000
+12.6%
23,741
+5.9%
0.93%
+2.9%
Q3 2019$3,757,000
-1.0%
22,414
-1.3%
0.90%
-1.3%
Q2 2019$3,795,000
+3.0%
22,702
-1.0%
0.91%0.0%
Q1 2019$3,685,000
+6.2%
22,922
-8.7%
0.91%
-3.7%
Q4 2018$3,470,000
-4.5%
25,114
+13.4%
0.95%
+2.2%
Q3 2018$3,635,000
+3.5%
22,142
-0.6%
0.93%
-3.3%
Q2 2018$3,513,000
+1.9%
22,282
-0.3%
0.96%
-5.3%
Q1 2018$3,446,000
-2.4%
22,344
-2.1%
1.02%
-4.5%
Q4 2017$3,531,000
+3.4%
22,814
-1.8%
1.06%
-5.6%
Q3 2017$3,415,000
+2.0%
23,229
-1.1%
1.13%
-4.9%
Q2 2017$3,348,000
+1.4%
23,489
-1.0%
1.18%
-7.1%
Q1 2017$3,302,000
-4.4%
23,717
-9.6%
1.28%
-15.1%
Q4 2016$3,453,000
+0.5%
26,233
-1.2%
1.50%
-10.1%
Q3 2016$3,437,000
+0.1%
26,552
-4.4%
1.67%
-10.0%
Q2 2016$3,432,000
+1.0%
27,764
-1.0%
1.86%
-7.2%
Q1 2016$3,399,000
+0.9%
28,040
-0.0%
2.00%
-12.1%
Q4 2015$3,369,000
+2.6%
28,050
-0.4%
2.28%
-8.0%
Q3 2015$3,284,000
-10.1%
28,150
-1.8%
2.47%
-7.6%
Q2 2015$3,654,000
-2.9%
28,676
-1.0%
2.68%
-11.0%
Q1 2015$3,763,000
+4.8%
28,956
+0.1%
3.00%
+0.3%
Q4 2014$3,591,00028,9343.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
BCK Partners, Inc. 117,550$24,478,65415.26%
TL Private Wealth 118,648$24,685,93114.14%
Axiom Financial Strategies, LLC 99,551$20,730,39613.91%
Conrad Siegel Investment Advisors, Inc. 125,262$26,084,62313.47%
Northwest Quadrant Wealth Management, LLC 223,403$46,521,41613.06%
OAK HILL WEALTH ADVISORS, LLC 172,303$35,880,41011.97%
JMG Financial Group, Ltd. 1,183,719$246,497,74711.89%
CONSILIO WEALTH ADVISORS, LLC 99,247$20,141,21111.71%
SEARCY FINANCIAL SERVICES INC /ADV 90,189$18,780,91411.34%
Stephens Consulting, LLC 130,925$27,263,82711.07%
View complete list of VANGUARD INDEX FDS shareholders