LWS Wealth Advisors, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,779 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.

Quarter-by-quarter ownership
LWS Wealth Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$502,000
+3.5%
3,641
+6.6%
0.22%
+7.3%
Q2 2023$485,000
+12.0%
3,415
+8.8%
0.20%
+15.2%
Q1 2023$433,000
+4.9%
3,138
+6.7%
0.18%
+2.9%
Q4 2022$412,828
+13.7%
2,9410.0%0.17%
+24.5%
Q3 2022$363,000
-6.7%
2,941
-0.2%
0.14%
-24.0%
Q2 2022$389,000
-16.5%
2,946
-6.5%
0.18%
-8.0%
Q1 2022$466,000
-3.3%
3,150
-3.8%
0.20%
+1.0%
Q4 2021$482,000
+8.8%
3,2740.0%0.20%
+1.5%
Q3 2021$443,000
-0.7%
3,274
+0.8%
0.19%
-2.0%
Q2 2021$446,000
-1.8%
3,247
-5.9%
0.20%
-3.9%
Q1 2021$454,000
+10.7%
3,4500.0%0.21%
+12.0%
Q4 2020$410,000
+13.6%
3,4500.0%0.18%
+4.0%
Q3 2020$361,000
+6.5%
3,450
+1.3%
0.18%
-0.6%
Q2 2020$339,000
-23.1%
3,406
-31.2%
0.18%
-38.0%
Q1 2020$441,0004,9510.29%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 1,678,868$135,904,00045.71%
VISTA CAPITAL PARTNERS, INC. 1,254,886$101,583,00032.81%
INR ADVISORY SERVICES LLC 1,160,892$93,974,00019.27%
IBBOTSON ASSOCIATES INC 122,392$9,908,00013.61%
Garde Capital, Inc. 403,244$32,643,00012.84%
STRINGER ASSET MANAGEMENT, LLC 209,230$16,937,00010.49%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 4,765,645$385,779,0009.78%
Blue Edge Capital, LLC 169,001$13,680,631,0009.28%
Lubar & Co., Inc 198,221$16,046,0008.86%
Financial Planning & Information Services, Inc. 161,040$13,036,0008.78%
View complete list of VANGUARD INDEX FDS shareholders