TruWealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 662 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 1.15 and the average weighting 0.5%.

Quarter-by-quarter ownership
TruWealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,439,346
-4.9%
10,042
-1.2%
0.12%
-4.6%
Q2 2023$1,512,869
-2.5%
10,165
-8.2%
0.13%
-8.5%
Q1 2023$1,552,327
+2.5%
11,072
-2.9%
0.14%
-4.1%
Q4 2022$1,514,770
+1.9%
11,401
-2.5%
0.15%
-5.7%
Q3 2022$1,487,000
-27.7%
11,699
-25.4%
0.16%
-28.6%
Q2 2022$2,057,000
-7.5%
15,690
+16.9%
0.22%
-4.8%
Q1 2022$2,223,000
-79.5%
13,419
-77.4%
0.23%
-79.0%
Q4 2021$10,861,000
-4.8%
59,397
-5.1%
1.10%
-13.5%
Q3 2021$11,408,000
+0.3%
62,559
+3.7%
1.27%
-4.7%
Q2 2021$11,377,000
+12.7%
60,327
+5.7%
1.34%
-2.6%
Q1 2021$10,093,000
+20.4%
57,050
+12.0%
1.37%
+9.5%
Q4 2020$8,385,00050,9181.25%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
ACT WEALTH MANAGEMENT, LLC 148,089$27,928,00017.26%
Freedman Financial Associates, Inc. 119,875$21,860,00015.97%
Standard Family Office LLC 275,727$50,282,00014.59%
Tower Wealth Partners, Inc. 70,195$12,801,00013.50%
Bridgeworth, LLC 257,823$47,017,00013.20%
Gleason Group, Inc. 184,298$33,609,00012.14%
CABANA LLC 14,261$2,744,0009.78%
Van Cleef Asset Management,Inc 331,112$60,382,0009.09%
FC Advisory LLC 111,317$20,300,0009.06%
Applied Capital LLC 54,899$10,011,0008.76%
View complete list of VANGUARD INDEX FDS shareholders