OXFORD FINANCIAL GROUP, LTD. LLC - 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
OXFORD FINANCIAL GROUP, LTD. LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$215,670
-3.8%
7920.0%0.02%
-9.5%
Q2 2023$224,104
+8.4%
792
-4.5%
0.02%
-8.7%
Q1 2023$206,786
+25.0%
829
+6.8%
0.02%
+21.1%
Q4 2022$165,373
-0.4%
7760.0%0.02%
-24.0%
Q3 2022$166,000
-4.0%
7760.0%0.02%
-3.8%
Q2 2022$173,000
-22.4%
7760.0%0.03%
-7.1%
Q1 2022$223,000
-10.4%
7760.0%0.03%0.0%
Q4 2021$249,000
+10.7%
7760.0%0.03%
-3.4%
Q3 2021$225,000
+0.9%
7760.0%0.03%
-3.3%
Q2 2021$223,000
-47.7%
776
-53.2%
0.03%
-49.2%
Q1 2021$426,000
+1.4%
1,6570.0%0.06%
-3.3%
Q4 2020$420,000
+11.4%
1,6570.0%0.06%0.0%
Q3 2020$377,000
+12.5%
1,6570.0%0.06%
+7.0%
Q2 2020$335,000
+28.8%
1,6570.0%0.06%
+9.6%
Q1 2020$260,000
-13.9%
1,6570.0%0.05%
-38.1%
Q4 2019$302,000
+9.4%
1,6570.0%0.08%
-3.4%
Q3 2019$276,000
+1.8%
1,6570.0%0.09%
-2.2%
Q2 2019$271,000
+4.6%
1,6570.0%0.09%
-4.3%
Q1 2019$259,0001,6570.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Jentner Corp 150,486$43,280,00031.36%
Bromfield Sneider Wealth Advisors 98,974$28,465,00029.88%
Axiom Advisory, LLC 92,526$26,611,00022.13%
Strategies Wealth Advisors, LLC 261,887$75,318,74620.14%
Peninsula Wealth, LLC 238,486$68,589,00019.54%
Benchmark Wealth Management, LLC 98,896$28,442,00019.13%
Dougherty Wealth Advisers LLC 42,952$12,353,00018.64%
Corrigan Financial, Inc. 204,558$58,830,77118.60%
Avory & Company, LLC 101,636$29,231,00018.30%
Merit Financial Group, LLC 999,489$287,453,00017.34%
View complete list of VANGUARD INDEX FDS shareholders