Capital Advisors Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 612 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.5%.

Quarter-by-quarter ownership
Capital Advisors Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$434,796
-18.6%
3,034
-15.4%
0.11%
-16.8%
Q2 2023$534,071
+9.2%
3,588
+2.9%
0.14%
+1.5%
Q1 2023$489,083
+40.7%
3,488
+33.3%
0.14%
+28.6%
Q4 2022$347,585
-21.7%
2,616
-25.0%
0.10%
-28.6%
Q3 2022$444,000
-32.0%
3,490
-29.9%
0.15%
-30.7%
Q2 2022$653,000
-64.6%
4,978
-55.3%
0.21%
-62.5%
Q1 2022$1,845,000
-84.3%
11,134
-82.6%
0.56%
-84.1%
Q4 2021$11,733,000
+4.5%
64,162
+4.2%
3.56%
-10.5%
Q3 2021$11,233,000
-3.9%
61,599
-0.6%
3.98%
-8.1%
Q2 2021$11,692,000
+10.6%
61,998
+3.8%
4.33%
-5.0%
Q1 2021$10,569,00059,7424.56%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
FCG ADVISORS, LLC 260,438$30,070,0009.96%
FC Advisory LLC 121,705$14,052,0008.92%
Van Cleef Asset Management,Inc 325,052$37,531,0008.71%
Harfst & Associates, Inc. 133,295$15,390,0006.58%
Bridgeworth, LLC 132,087$15,251,0006.04%
RESTON WEALTH MANAGEMENT LLC 55,500$6,578,0005.27%
First National Bank of South Miami 42,291$4,883,0004.67%
Wilshire Advisors LLC 41,425$4,783,0004.48%
New England Private Wealth Advisors LLC 140,946$16,273,0004.22%
COLDSTREAM CAPITAL MANAGEMENT INC 408,355$47,148,0004.12%
View complete list of VANGUARD INDEX FDS shareholders