LWS Wealth Advisors, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 16 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
LWS Wealth Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$203,000
-6.0%
1,041
-0.7%
0.09%
-2.2%
Q2 2023$216,000
+6.4%
1,048
+0.8%
0.09%
+9.6%
Q1 2023$203,000
-12.1%
1,040
+0.5%
0.08%
-15.3%
Q1 2022$231,000
-12.2%
1,035
+0.1%
0.10%
-9.3%
Q4 2021$263,000
+7.8%
1,034
+0.1%
0.11%
+0.9%
Q3 2021$244,000
-7.6%
1,033
-7.4%
0.11%
-8.5%
Q2 2021$264,000
-10.5%
1,116
-19.0%
0.12%
-12.7%
Q1 2021$295,000
-16.4%
1,377
-17.4%
0.13%
-15.7%
Q4 2020$353,000
+15.4%
1,667
-1.8%
0.16%
+6.0%
Q3 2020$306,0000.0%1,698
-8.4%
0.15%
-6.2%
Q2 2020$306,000
+28.0%
1,853
-1.9%
0.16%
+2.6%
Q1 2020$239,000
-23.2%
1,888
-3.8%
0.16%
-2.5%
Q4 2019$311,0001,9620.16%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 454,168$77,454,0009.25%
Truepoint, Inc. 982,669$167,584,0008.58%
BHK Investment Advisors, LLC 98,076$16,726,0008.40%
Trust Co 217,233$37,046,0008.10%
Axiom Advisory, LLC 33,194$5,665,0006.73%
Praetorian Wealth Management, Inc. 96,676$16,487,0006.18%
Operose Advisors LLC 55,133$9,402,0006.17%
Hapanowicz & Associates Financial Services, Inc 31,022$5,290,0004.89%
Waverly Advisors, LLC 405,892$69,221,0004.87%
Bryn Mawr Capital Management, LLC 78,435$13,376,0004.74%
View complete list of VANGUARD INDEX FDS shareholders