LWS Wealth Advisors, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 1,019 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 13.22 and the average weighting 0.9%.

Quarter-by-quarter ownership
LWS Wealth Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$3,232,000
+10.0%
14,816
-1.3%
1.21%
-5.6%
Q3 2023$2,937,000
-3.5%
15,010
-0.1%
1.28%
+0.1%
Q2 2023$3,045,000
+24.7%
15,023
+15.0%
1.28%
+28.3%
Q1 2023$2,441,000
-2.3%
13,068
-8.9%
1.00%
-4.4%
Q4 2022$2,498,594
+6.6%
14,343
+0.1%
1.05%
+16.6%
Q3 2022$2,344,000
-3.6%
14,334
+1.6%
0.90%
-21.6%
Q2 2022$2,431,000
-18.1%
14,105
-0.9%
1.14%
-9.4%
Q1 2022$2,967,000
-5.7%
14,231
-0.0%
1.26%
-1.8%
Q4 2021$3,147,000
+12.0%
14,238
+1.8%
1.29%
+4.5%
Q3 2021$2,811,000
+0.1%
13,989
+0.0%
1.23%
-1.2%
Q2 2021$2,807,000
+18.2%
13,984
+9.2%
1.25%
+15.8%
Q1 2021$2,374,000
+16.0%
12,810
+10.0%
1.08%
+17.1%
Q4 2020$2,046,000
+0.1%
11,642
-10.8%
0.92%
-8.4%
Q3 2020$2,043,000
+2.1%
13,057
-6.7%
1.00%
-4.2%
Q2 2020$2,001,000
+2.2%
13,995
-15.4%
1.05%
-17.8%
Q1 2020$1,958,000
+2476.3%
16,534
+3123.0%
1.28%
+3169.2%
Q4 2019$76,0005130.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 679,579$119,429,00032.38%
Wealthquest Corp 661,662$116,280,00024.88%
McCarthy Grittinger Financial Group, LLC 284,266$49,956,85124.76%
JFG Wealth Management, LLC 212,857$37,407,00020.31%
Kistler-Tiffany Companies, LLC 398,161$69,973,00019.94%
National Mutual Insurance Federation of Agricultural Cooperatives 10,753,317$1,889,788,00018.51%
Berman Capital Advisors, LLC 386,221$67,874,00016.25%
Transamerica Financial Advisors, Inc. 4,460$784,00016.19%
Carlson Capital Management 474,976$85,144,00015.68%
FIDUCIENT ADVISORS LLC 225,083$39,556,00014.70%
View complete list of VANGUARD INDEX FDS shareholders