APPLETON PARTNERS INC/MA - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 47 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
APPLETON PARTNERS INC/MA ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$288
+13.8%
9280.0%0.02%
+4.5%
Q3 2023$253
-3.8%
9280.0%0.02%0.0%
Q2 2023$263
+13.9%
9280.0%0.02%
+4.8%
Q1 2023$231
-5.7%
928
-19.2%
0.02%
-8.7%
Q4 2022$245
-99.9%
1,1480.0%0.02%
-8.0%
Q3 2022$246,000
+4.7%
1,148
+9.0%
0.02%
+13.6%
Q2 2022$235,000
-58.9%
1,053
-47.0%
0.02%
-53.2%
Q1 2022$572,000
-5.8%
1,988
+5.1%
0.05%
+2.2%
Q4 2021$607,000
+58.1%
1,891
+42.7%
0.05%
+43.8%
Q3 2021$384,000
+1.1%
1,3250.0%0.03%0.0%
Q2 2021$380,000
+9.2%
1,325
-2.2%
0.03%0.0%
Q1 2021$348,000
-2.8%
1,355
-4.2%
0.03%
-8.6%
Q4 2020$358,000
-5.3%
1,415
-14.8%
0.04%
-16.7%
Q3 2020$378,000
+26.4%
1,660
+12.2%
0.04%
+16.7%
Q2 2020$299,000
+28.9%
1,4800.0%0.04%
+12.5%
Q1 2020$232,000
+16.0%
1,480
+34.5%
0.03%
+45.5%
Q4 2019$200,0001,1000.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Fee-Only Financial Planning, L.C. 122,751$33,426,18926.93%
Jentner Corp 158,119$43,057,39926.77%
MCIA Inc 243,241$70,170,10326.32%
Axiom Advisory, LLC 102,920$28,026,06025.23%
Safeguard Financial, LLC 188,009$51,196,63024.70%
Dougherty Wealth Advisers LLC 77,821$21,191,43724.54%
Mill Creek Capital Advisors, LLC 2,486,308$677,046,52622.50%
Retirement Investment Advisors, Inc. 813,010$221,390,75320.16%
TL Private Wealth 125,841$35,132,38720.13%
STEVENS CAPITAL PARTNERS 89,532$24,380,48019.56%
View complete list of VANGUARD INDEX FDS shareholders