CWS Financial Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.

Quarter-by-quarter ownership
CWS Financial Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,585,905
-0.5%
16,841
+3.4%
1.84%
+5.2%
Q2 2023$4,609,287
+22.2%
16,290
+7.7%
1.75%
+16.5%
Q1 2023$3,773,275
+101.7%
15,127
+107.8%
1.50%
+86.0%
Q4 2022$1,871,000
-42.8%
7,279
-52.4%
0.81%
-48.4%
Q3 2022$3,270,000
+7.6%
15,282
+12.1%
1.56%
+12.7%
Q2 2022$3,038,000
-15.0%
13,631
+9.7%
1.39%
+3.0%
Q1 2022$3,573,000
-2.4%
12,423
+8.9%
1.35%
+4.6%
Q4 2021$3,659,000
+45.5%
11,403
+30.1%
1.29%
+28.7%
Q2 2021$2,514,000
+34.4%
8,766
+20.4%
1.00%
+24.2%
Q1 2021$1,871,000
+42.3%
7,279
+40.3%
0.81%
+5.5%
Q4 2020$1,315,000
+35.4%
5,190
+21.7%
0.76%
+18.4%
Q3 2020$971,000
+22.1%
4,264
+8.3%
0.65%
+12.7%
Q2 2020$795,000
+48.6%
3,936
+34.0%
0.57%
+44.7%
Q1 2020$535,0000.0%2,9370.0%0.40%
+1.5%
Q4 2019$535,0002,9370.39%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Jentner Corp 154,653$39,752,00030.97%
Merit Financial Group, LLC 1,049,384$269,734,00028.22%
CABANA LLC 2,915$749,00027.38%
Peninsula Wealth, LLC 247,386$63,588,00022.79%
Permanens Capital L.P. 429,079$110,290,00022.66%
OGOREK ANTHONY JOSEPH /NY/ /ADV 158,167$40,655,00020.03%
Mosaic Family Wealth, LLC 263,028$67,609,00019.53%
Corrigan Financial, Inc. 218,046$56,046,54918.73%
TL Private Wealth 110,965$30,198,00018.52%
Benchmark Wealth Management, LLC 92,253$23,713,00017.59%
View complete list of VANGUARD INDEX FDS shareholders