Institute for Wealth Management, LLC. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,698,504
-4.9%
13,582
-1.1%
0.67%
+1.7%
Q2 2023$3,887,935
+7.8%
13,740
-5.0%
0.66%
-4.8%
Q1 2023$3,607,664
+15.4%
14,463
-1.4%
0.69%
+4.9%
Q4 2022$3,125,518
-9.2%
14,666
-8.8%
0.66%
-14.9%
Q3 2022$3,442,000
-7.2%
16,087
-3.3%
0.77%
+6.0%
Q2 2022$3,708,000
-24.2%
16,637
-2.2%
0.73%
-8.0%
Q1 2022$4,890,000
-10.8%
17,004
-0.5%
0.79%
-11.5%
Q4 2021$5,485,000
+4.2%
17,091
-5.8%
0.89%
-3.2%
Q3 2021$5,266,000
-2.4%
18,148
-3.5%
0.92%
-2.4%
Q2 2021$5,393,000
+10.6%
18,803
-0.8%
0.95%
+2.2%
Q1 2021$4,874,000
-5.1%
18,962
-6.5%
0.93%
-9.2%
Q4 2020$5,138,000
+11.8%
20,283
+0.5%
1.02%
-2.7%
Q3 2020$4,595,000
+40.5%
20,187
+24.7%
1.05%
+31.0%
Q2 2020$3,271,000
-0.8%
16,185
-23.1%
0.80%
-21.2%
Q1 2020$3,296,000
+210.1%
21,037
+260.5%
1.02%
+323.3%
Q4 2019$1,063,000
-31.7%
5,836
-37.7%
0.24%
-38.8%
Q3 2019$1,557,000
-63.2%
9,361
-63.8%
0.39%
-58.1%
Q2 2019$4,229,000
-12.8%
25,883
-16.5%
0.94%
-11.3%
Q1 2019$4,852,00030,9921.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 69,467$14,862,00029.40%
Jentner Corp 159,842$34,198,00027.30%
Bromfield Sneider Wealth Advisors 98,269$21,025,00024.86%
Safeguard Financial, LLC 110,078$23,551,00021.81%
Peninsula Wealth, LLC 238,358$50,997,00018.00%
Benchmark Wealth Management, LLC 107,069$22,907,00017.96%
NSI Retail Advisors, LLC 281,887$60,310,00017.86%
Axiom Advisory, LLC 70,154$15,011,00017.84%
Corrigan Financial, Inc. 210,823$45,105,62817.10%
EdgeRock Capital LLC 131,445$28,123,00016.02%
View complete list of VANGUARD INDEX FDS shareholders