Essex Financial Services, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.

Quarter-by-quarter ownership
Essex Financial Services, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,944,523
+8.5%
10,813
+12.7%
0.34%
+10.4%
Q2 2023$2,713,765
+32.4%
9,591
+16.7%
0.31%
+43.1%
Q1 2023$2,049,916
+111612.0%
8,218
-4.6%
0.22%
+11.3%
Q4 2022$1,835
-99.9%
8,613
-20.3%
0.19%
-29.5%
Q3 2022$2,311,000
-4.5%
10,803
-0.5%
0.28%
+1.9%
Q2 2022$2,421,000
-61.6%
10,860
-48.4%
0.27%
-12.1%
Q1 2022$6,311,000
+151.2%
21,037
+168.8%
0.31%
+23.8%
Q4 2021$2,512,000
+1.0%
7,827
-8.7%
0.25%
-12.7%
Q3 2021$2,488,000
+131.4%
8,575
+105.1%
0.28%
+82.1%
Q2 2021$1,075,0000.0%4,1810.0%0.16%
-19.2%
Q1 2021$1,075,000
+38.9%
4,181
+36.9%
0.19%
+26.1%
Q4 2020$774,000
+29.6%
3,055
+16.5%
0.15%
+4.1%
Q3 2020$597,000
+4.9%
2,622
-6.9%
0.15%
-16.0%
Q2 2020$569,000
+37.8%
2,817
+6.8%
0.18%
+19.0%
Q1 2020$413,000
-1.4%
2,637
+14.6%
0.15%
+26.7%
Q4 2019$419,000
+36.0%
2,302
+24.2%
0.12%
+17.2%
Q3 2019$308,000
+2.0%
1,853
+0.3%
0.10%
+11.2%
Q2 2019$302,000
+26.4%
1,847
+20.8%
0.09%
+23.6%
Q1 2019$239,000
-34.2%
1,529
-43.4%
0.07%
-35.1%
Q4 2018$363,000
+21.8%
2,701
+45.8%
0.11%
+68.2%
Q3 2018$298,000
+17.3%
1,853
+9.3%
0.07%
+8.2%
Q2 2018$254,000
-71.7%
1,696
-73.2%
0.06%
-65.3%
Q1 2018$897,000
+100.7%
6,320
+79.4%
0.18%
+87.2%
Q2 2017$447,000
+7.5%
3,522
+3.0%
0.09%
-2.1%
Q1 2017$416,000
+20.2%
3,421
+10.1%
0.10%
+29.7%
Q4 2016$346,000
+6.8%
3,107
+7.8%
0.07%
-3.9%
Q3 2016$324,000
+4.9%
2,882
-0.1%
0.08%
+2.7%
Q2 2016$309,000
+0.7%
2,8860.0%0.08%
-1.3%
Q1 2016$307,000
+18.5%
2,886
+18.5%
0.08%
+22.6%
Q4 2015$259,000
+6.1%
2,4360.0%0.06%
-1.6%
Q3 2015$244,0002,4360.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
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