CWS Financial Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,260 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.

Quarter-by-quarter ownership
CWS Financial Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$281,888
-5.4%
1,3540.0%0.11%0.0%
Q2 2023$298,023
-21.0%
1,354
-24.4%
0.11%
-24.7%
Q1 2023$377,477
+12.3%
1,790
+18.0%
0.15%
+3.4%
Q4 2022$336,000
-5.1%
1,517
-19.5%
0.14%
-14.2%
Q3 2022$354,000
-4.6%
1,8850.0%0.17%
-0.6%
Q2 2022$371,000
-15.7%
1,885
+1.8%
0.17%
+2.4%
Q1 2022$440,000
+14.0%
1,852
+22.1%
0.17%
+22.1%
Q4 2021$386,000
+7.2%
1,5170.0%0.14%
-5.6%
Q2 2021$360,000
+7.1%
1,5170.0%0.14%
-0.7%
Q1 2021$336,000
+7.0%
1,5170.0%0.14%
-20.8%
Q4 2020$314,000
+17.6%
1,5170.0%0.18%
+2.8%
Q3 2020$267,000
+7.2%
1,5170.0%0.18%
-1.1%
Q2 2020$249,000
-7.1%
1,517
+0.7%
0.18%
-9.1%
Q1 2020$268,0000.0%1,5060.0%0.20%
+1.5%
Q4 2019$268,0001,5060.20%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Divergent Planning, LLC 93,555$22,568,00018.25%
JMG Financial Group, Ltd. 1,364,599$323,082,00018.03%
SEARCY FINANCIAL SERVICES INC /ADV 117,250$27,760,00016.96%
BCK Partners, Inc. 111,104$26,305,00016.70%
FIDELIS iM, LLC 105,229$24,914,00015.46%
TL Private Wealth 108,927$27,501,00015.03%
Larson Financial Group LLC 314,131$74,374,00014.76%
Northwest Quadrant Wealth Management, LLC 186,847$44,735,00012.82%
Riverpoint Wealth Management Holdings, LLC 142,799$33,809,00011.87%
Ballast, Inc. 113,914$26,970,00011.37%
View complete list of VANGUARD INDEX FDS shareholders