Capital Advisors Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. 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 0.6%.

Quarter-by-quarter ownership
Capital Advisors Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,588,160
-37.0%
11,514
-35.1%
0.42%
-35.7%
Q2 2023$2,521,834
+12.7%
17,747
+9.5%
0.64%
+4.2%
Q1 2023$2,238,611
+1.8%
16,209
+3.4%
0.62%
-7.2%
Q4 2022$2,200,020
+23.9%
15,673
+9.0%
0.67%
+13.2%
Q3 2022$1,776,000
+123.1%
14,384
+138.4%
0.59%
+128.3%
Q2 2022$796,000
+42.9%
6,033
+60.2%
0.26%
+51.8%
Q1 2022$557,000
+32.6%
3,767
+31.9%
0.17%
+32.8%
Q4 2021$420,000
+14.8%
2,855
+5.5%
0.13%
-1.5%
Q3 2021$366,0002,7050.13%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 1,678,868$135,904,00045.71%
VISTA CAPITAL PARTNERS, INC. 1,254,886$101,583,00032.81%
INR ADVISORY SERVICES LLC 1,160,892$93,974,00019.27%
IBBOTSON ASSOCIATES INC 122,392$9,908,00013.61%
Garde Capital, Inc. 403,244$32,643,00012.84%
STRINGER ASSET MANAGEMENT, LLC 209,230$16,937,00010.49%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 4,765,645$385,779,0009.78%
Blue Edge Capital, LLC 169,001$13,680,631,0009.28%
Lubar & Co., Inc 198,221$16,046,0008.86%
Financial Planning & Information Services, Inc. 161,040$13,036,0008.78%
View complete list of VANGUARD INDEX FDS shareholders