KWB Wealth - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 525 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.55 and the average weighting 0.7%.

Quarter-by-quarter ownership
KWB Wealth ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,365,7010.0%9,1760.0%0.22%
+1.4%
Q2 2023$1,365,701
+5.9%
9,176
-5.5%
0.22%
-9.2%
Q1 2023$1,289,431
+28.3%
9,705
+28.3%
0.24%
+24.6%
Q4 2022$1,005,337
-23.8%
7,567
-27.1%
0.19%
-27.4%
Q3 2022$1,320,000
-3.0%
10,3830.0%0.26%
+0.4%
Q2 2022$1,361,000
-29.0%
10,383
-1.0%
0.26%
-18.1%
Q1 2022$1,918,0000.0%10,4910.0%0.32%
+0.3%
Q4 2021$1,918,000
-8.3%
10,491
-8.5%
0.32%
-14.2%
Q3 2021$2,092,000
+2.8%
11,471
-0.3%
0.37%
-4.6%
Q2 2021$2,035,0000.0%11,5010.0%0.39%
+0.3%
Q1 2021$2,035,000
+6.0%
11,501
-1.4%
0.39%
-2.5%
Q4 2020$1,920,00011,6620.40%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
OIKOS HOLDINGS LLC 444,100$62,262,82025.94%
ACT WEALTH MANAGEMENT, LLC 187,391$26,272,24615.62%
Gleason Group, Inc. 232,366$32,577,7829.35%
MAYPORT, LLC 90,193$12,644,9957.91%
FC Advisory LLC 125,042$17,530,9437.74%
Van Cleef Asset Management,Inc 331,156$46,428,0907.25%
Applied Capital LLC 75,129$10,533,0907.03%
Firestone Capital Management 124,777$17,493,7436.30%
James J. Burns & Company, LLC 169,944$23,8256.14%
CYPRESS FINANCIAL PLANNING LLC 66,613$9,310,6035.67%
View complete list of VANGUARD INDEX FDS shareholders