LWS Wealth Advisors, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 50 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
LWS Wealth Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,953,000
-3.9%
18,984
+1.6%
1.73%
-0.3%
Q2 2023$4,115,000
+7.5%
18,692
+3.0%
1.74%
+10.5%
Q1 2023$3,828,000
+7.8%
18,150
+4.2%
1.57%
+5.6%
Q4 2022$3,549,457
+8.2%
17,416
-0.2%
1.49%
+18.4%
Q3 2022$3,279,000
-2.2%
17,445
+2.5%
1.26%
-20.5%
Q2 2022$3,353,000
-20.6%
17,022
-4.1%
1.58%
-12.2%
Q1 2022$4,221,000
-7.4%
17,746
-0.8%
1.80%
-3.6%
Q4 2021$4,559,000
+9.6%
17,894
+1.8%
1.86%
+2.2%
Q3 2021$4,161,000
+4.6%
17,575
+4.9%
1.82%
+3.2%
Q2 2021$3,977,000
-16.2%
16,758
-21.8%
1.77%
-17.9%
Q1 2021$4,743,000
-4.7%
21,429
-11.0%
2.15%
-3.8%
Q4 2020$4,976,000
+15.4%
24,065
-1.7%
2.24%
+5.5%
Q3 2020$4,313,000
+7.6%
24,472
+0.0%
2.12%
+0.9%
Q2 2020$4,010,000
+49.2%
24,464
+19.8%
2.10%
+20.0%
Q1 2020$2,688,000
+362.7%
20,419
+526.5%
1.75%
+485.3%
Q4 2019$581,0003,2590.30%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Spearhead Capital Advisors, LLC 328,698$41,376,00017.74%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 130,995$18,096,00016.76%
SEARCY FINANCIAL SERVICES INC /ADV 91,303$12,616,00016.00%
JMG Financial Group, Ltd. 955,251$131,997,00015.16%
Riverpoint Wealth Management Holdings, LLC 158,297$21,872,00012.14%
Paracle Advisors, LLC 233,287$32,235,0009.38%
Northwest Quadrant Wealth Management, LLC 120,961$18,109,0009.05%
Nadler Financial Group, Inc. 198,652$27,450,0009.01%
Strategic Point Investment Advisors, LLC 133,916$18,504,0008.76%
Compass Financial Group, Inc. 53,436$7,384,0008.52%
View complete list of VANGUARD INDEX FDS shareholders