MorganRosel Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 662 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 1.15 and the average weighting 0.5%.

Quarter-by-quarter ownership
MorganRosel Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$216,101
+4.4%
1,452
-1.6%
0.09%0.0%
Q1 2023$206,935
-73.9%
1,476
-75.2%
0.09%
-75.9%
Q4 2022$792,244
+34.5%
5,963
+28.7%
0.36%
+23.7%
Q3 2022$589,000
+1.4%
4,635
+4.5%
0.30%
-5.1%
Q2 2022$581,000
-18.5%
4,435
+3.0%
0.31%
-10.1%
Q1 2022$713,000
-5.8%
4,305
+3.9%
0.35%
-6.0%
Q4 2021$757,000
-2.6%
4,142
-2.8%
0.37%
-13.2%
Q3 2021$777,000
-1.8%
4,262
+1.6%
0.42%
-4.5%
Q2 2021$791,000
+13.8%
4,196
+6.8%
0.44%
+1.4%
Q1 2021$695,000
+7.4%
3,930
+0.1%
0.44%
-3.7%
Q4 2020$647,000
+31.2%
3,927
+3.2%
0.46%
+14.6%
Q3 2020$493,000
+18.8%
3,804
+8.4%
0.40%
+3.4%
Q2 2020$415,000
+53.1%
3,509
+17.4%
0.38%
+24.3%
Q1 2020$271,000
-26.0%
2,988
+2.8%
0.31%
+11.2%
Q4 2019$366,000
+4.3%
2,906
-3.7%
0.28%
-3.5%
Q3 2019$351,000
+15.1%
3,018
+17.4%
0.29%
+14.7%
Q2 2019$305,000
+8.2%
2,571
+5.2%
0.25%
+5.0%
Q1 2019$282,000
+24.8%
2,443
+7.8%
0.24%
+2.1%
Q4 2018$226,0002,2660.23%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
FCG ADVISORS, LLC 260,438$30,070,0009.96%
FC Advisory LLC 121,705$14,052,0008.92%
Van Cleef Asset Management,Inc 325,052$37,531,0008.71%
Harfst & Associates, Inc. 133,295$15,390,0006.58%
Bridgeworth, LLC 132,087$15,251,0006.04%
RESTON WEALTH MANAGEMENT LLC 55,500$6,578,0005.27%
First National Bank of South Miami 42,291$4,883,0004.67%
Wilshire Advisors LLC 41,425$4,783,0004.48%
New England Private Wealth Advisors LLC 140,946$16,273,0004.22%
COLDSTREAM CAPITAL MANAGEMENT INC 408,355$47,148,0004.12%
View complete list of VANGUARD INDEX FDS shareholders