KWMG, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.

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 2021
NameSharesValueWeighting ↓
Fee-Only Financial Planning, L.C. 122,751$33,426,18926.93%
Jentner Corp 158,119$43,057,39926.77%
MCIA Inc 243,241$70,170,10326.32%
Axiom Advisory, LLC 102,920$28,026,06025.23%
Safeguard Financial, LLC 188,009$51,196,63024.70%
Dougherty Wealth Advisers LLC 77,821$21,191,43724.54%
Mill Creek Capital Advisors, LLC 2,486,308$677,046,52622.50%
Retirement Investment Advisors, Inc. 813,010$221,390,75320.16%
TL Private Wealth 125,841$35,132,38720.13%
STEVENS CAPITAL PARTNERS 89,532$24,380,48019.56%
View complete list of VANGUARD INDEX FDS shareholders