LWS Wealth Advisors, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 46 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
LWS Wealth Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,565,000
-4.1%
18,857
+0.8%
1.56%
-0.5%
Q2 2023$3,719,000
+10.1%
18,700
+4.9%
1.57%
+13.1%
Q1 2023$3,379,000
+6.8%
17,826
+3.4%
1.39%
+4.6%
Q4 2022$3,163,282
+7.3%
17,235
-0.1%
1.32%
+17.4%
Q3 2022$2,947,000
-0.8%
17,245
+2.2%
1.13%
-19.3%
Q2 2022$2,971,000
-20.8%
16,869
-4.4%
1.40%
-12.5%
Q1 2022$3,751,000
-3.5%
17,650
+2.6%
1.60%
+0.5%
Q4 2021$3,887,000
+7.3%
17,197
+3.8%
1.59%
+0.1%
Q3 2021$3,621,000
-0.4%
16,560
+2.6%
1.59%
-1.7%
Q2 2021$3,636,000
+13.8%
16,142
+8.2%
1.62%
+11.5%
Q1 2021$3,194,000
+10.2%
14,921
+0.2%
1.45%
+11.2%
Q4 2020$2,899,000
+25.2%
14,892
-1.1%
1.30%
+14.6%
Q3 2020$2,315,000
+5.9%
15,054
+0.3%
1.14%
-0.8%
Q2 2020$2,187,000
+50.5%
15,006
+19.3%
1.15%
+21.1%
Q1 2020$1,453,000
+505.4%
12,583
+767.2%
0.95%
+662.9%
Q4 2019$240,0001,4510.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Trinity Financial Advisors LLC 214,530$45,776,00030.62%
Aufman Associates Inc 142,058$31,064,00025.55%
Chandler Asset Management, Inc. 284,345$62,178,00016.28%
MBE Wealth Management, LLC 122,106$26,701,00013.60%
Emerson Wealth, LLC 109,619$23,970,00013.36%
BLUESTEM FINANCIAL ADVISORS, LLC 90,893$19,876,00012.99%
McCarthy Grittinger Financial Group, LLC 151,364$33,098,74212.73%
BCK Partners, Inc. 88,920$19,444,00012.35%
Ellenbecker Investment Group 155,596$34,024,00010.64%
Whelan Financial 51,149$11,185,00010.22%
View complete list of VANGUARD INDEX FDS shareholders