Avalon Investment & Advisory - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,666 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 1.4%.

Quarter-by-quarter ownership
Avalon Investment & Advisory ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2023$860,817
+38312.2%
3,451
-67.2%
0.02%
-62.5%
Q4 2022$2,241
-99.1%
10,516
+850.0%
0.06%
+814.3%
Q3 2022$237,000
-4.0%
1,1070.0%0.01%0.0%
Q2 2022$247,000
-22.3%
1,1070.0%0.01%
-12.5%
Q1 2022$318,0001,1070.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
CBIZ Investment Advisory Services, LLC 33,347$71,065,18327.65%
Dougherty Wealth Advisers LLC 77,298$16,472,97727.06%
Jentner Corp 166,041$35,385,00926.16%
Fee-Only Financial Planning, L.C. 126,443$26,946,16122.58%
Mill Creek Capital Advisors, LLC 2,544,179$542,190,15422.52%
Axiom Advisory, LLC 98,249$20,939,97922.16%
Bromfield Sneider Wealth Advisors 99,797$21,267,69319.71%
Safeguard Financial, LLC 116,113$24,74517.72%
Retirement Investment Advisors, Inc. 127,641$27,201,57417.61%
TL Private Wealth 138,969$30,019,99517.50%
View complete list of VANGUARD INDEX FDS shareholders