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 ↓
JMG Financial Group, Ltd. 747,274$115,663,00013.74%
Riverpoint Wealth Management Holdings, LLC 134,706$20,855,00013.01%
Arlington Financial Advisors, LLC 152,443$24,869,00011.73%
SRS Capital Advisors, Inc. 156,508$24,224,00010.51%
Paracle Advisors, LLC 391,544$57,708,00010.24%
O'Brien Wealth Partners LLC 100,821$15,605,0009.85%
Nadler Financial Group, Inc. 204,369$31,632,0009.65%
Strategic Point Investment Advisors, LLC 144,264$22,329,0008.74%
McIlrath & Eck, LLC 94,987$14,702,0008.61%
Northwest Quadrant Wealth Management, LLC 81,333$12,380,0008.55%
View complete list of VANGUARD INDEX FDS shareholders