KWMG, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 931 filers reported holding VANGUARD INDEX FDS in Q3 2019. The put-call ratio across all filers is 1.23 and the average weighting 1.2%.

Quarter-by-quarter ownership
KWMG, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,625,808
-1.2%
13,315
+2.7%
0.46%
+0.4%
Q2 2023$3,669,142
+4.6%
12,967
-7.8%
0.45%
-4.0%
Q1 2023$3,508,124
+11.4%
14,064
-4.9%
0.47%
+5.8%
Q4 2022$3,149,979
-11.3%
14,781
-11.0%
0.45%
-18.1%
Q3 2022$3,553,000
-10.1%
16,605
-6.3%
0.55%
-8.2%
Q2 2022$3,950,000
-22.8%
17,721
-0.4%
0.60%
-15.2%
Q1 2022$5,116,000
-6.6%
17,787
+4.2%
0.70%
-5.3%
Q4 2021$5,477,000
+2.4%
17,067
-7.4%
0.74%
-5.0%
Q3 2021$5,348,000
+0.7%
18,430
+0.9%
0.78%
-2.1%
Q2 2021$5,313,000
+12.7%
18,270
-0.4%
0.80%
+6.0%
Q1 2021$4,714,000
+18.5%
18,338
+16.8%
0.75%
+5.8%
Q4 2020$3,977,000
+15.7%
15,697
+4.0%
0.71%
+2.3%
Q3 2020$3,436,000
+15.9%
15,098
+2.9%
0.70%
+8.4%
Q2 2020$2,965,000
+53.8%
14,673
+19.2%
0.64%
+24.5%
Q1 2020$1,928,000
-0.2%
12,305
+16.1%
0.52%
+21.5%
Q4 2019$1,931,000
+52.4%
10,601
+39.1%
0.42%
+39.5%
Q3 2019$1,267,000
+4.4%
7,620
+2.5%
0.30%
+4.1%
Q2 2019$1,214,000
+18.3%
7,433
+13.3%
0.29%
+15.0%
Q1 2019$1,026,000
-16.2%
6,562
-28.0%
0.25%
-24.2%
Q4 2018$1,225,000
+102.1%
9,117
+142.2%
0.34%
+116.1%
Q3 2018$606,000
+14.6%
3,764
+6.6%
0.16%
+6.9%
Q2 2018$529,000
+12.6%
3,530
+6.6%
0.14%
+5.1%
Q1 2018$470,000
+17.5%
3,312
+16.4%
0.14%
+15.0%
Q4 2017$400,0002,8460.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2019
NameSharesValueWeighting ↓
Jentner Corp 150,486$43,280,00031.36%
Bromfield Sneider Wealth Advisors 98,974$28,465,00029.88%
Axiom Advisory, LLC 92,526$26,611,00022.13%
Strategies Wealth Advisors, LLC 261,887$75,318,74620.14%
Peninsula Wealth, LLC 238,486$68,589,00019.54%
Benchmark Wealth Management, LLC 98,896$28,442,00019.13%
Dougherty Wealth Advisers LLC 42,952$12,353,00018.64%
Corrigan Financial, Inc. 204,558$58,830,77118.60%
Avory & Company, LLC 101,636$29,231,00018.30%
Merit Financial Group, LLC 999,489$287,453,00017.34%
View complete list of VANGUARD INDEX FDS shareholders