HARBOR INVESTMENT ADVISORY, LLC - 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
HARBOR INVESTMENT ADVISORY, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,415,900
-6.2%
27,233
-2.5%
0.97%
-11.8%
Q2 2023$7,906,847
+12.6%
27,943
-0.7%
1.10%
+5.0%
Q1 2023$7,022,558
+22.6%
28,153
+4.7%
1.05%
+17.2%
Q4 2022$5,729,084
+9.9%
26,883
+10.3%
0.90%
+4.2%
Q3 2022$5,215,000
+4.4%
24,373
+8.7%
0.86%
+7.2%
Q2 2022$4,997,000
-18.9%
22,419
+4.6%
0.80%
-2.0%
Q1 2022$6,162,000
+2.3%
21,427
+14.2%
0.82%
+7.2%
Q4 2021$6,021,000
+15.1%
18,763
+4.1%
0.76%
+7.5%
Q3 2021$5,231,000
+14.5%
18,029
+13.2%
0.71%
+14.5%
Q2 2021$4,567,000
+16.6%
15,924
+4.5%
0.62%
+5.1%
Q1 2021$3,916,000
+0.8%
15,234
-0.6%
0.59%
-5.3%
Q4 2020$3,884,000
+23.5%
15,330
+11.0%
0.62%
+3.3%
Q3 2020$3,144,000
+13.8%
13,811
+1.0%
0.60%
+2.7%
Q2 2020$2,762,000
+39.4%
13,668
+8.1%
0.59%
+9.9%
Q1 2020$1,982,000
+7.3%
12,649
+24.8%
0.53%
+25.4%
Q4 2019$1,847,00010,1370.42%
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