NewSquare Capital LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2023$5,659
-80.6%
20
-85.4%
0.00%
-75.0%
Q4 2022$29,196
-32.1%
137
-32.5%
0.00%
-20.0%
Q3 2022$43,000
-4.4%
2030.0%0.01%
-16.7%
Q2 2022$45,000
+350.0%
203
+463.9%
0.01%
+500.0%
Q1 2022$10,000
-28.6%
36
-40.0%
0.00%
-50.0%
Q3 2020$14,000
-68.2%
60
-85.3%
0.00%
-83.3%
Q4 2015$44,000
+7.3%
4090.0%0.01%0.0%
Q3 2015$41,000
-10.9%
409
-4.4%
0.01%
-14.3%
Q2 2015$46,000
+2.2%
4280.0%0.01%0.0%
Q1 2015$45,0000.0%4280.0%0.01%
-6.7%
Q4 2014$45,000
-10.0%
428
-15.4%
0.02%
-16.7%
Q3 2014$50,000
+354.5%
506
+343.9%
0.02%
+350.0%
Q1 2014$11,0001140.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Bromfield Sneider Wealth Advisors 93,208$28,976,41819.62%
McAlister, Sweet & Associates, Inc. 34,017$10,575,2059.82%
GoalVest Advisory LLC 70,143$21,806,0879.59%
Dentgroup LLC 20,974$6,520,3525.79%
FC Advisory LLC 40,783$12,678,7094.90%
GILL CAPITAL PARTNERS, LLC 34,372$10,685,5984.50%
CATALYST PRIVATE WEALTH, LLC 13,596$4,226,8031.98%
Agate Pass Investment Management, LLC 7,250$2,253,8801.31%
High Net Worth Advisory Group LLC 9,096$2,828,7051.05%
Compass Financial Group, INC/SD 9,305$2,892,6600.76%
View complete list of VANGUARD INDEX FDS shareholders