Edge Wealth Management LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.

Quarter-by-quarter ownership
Edge Wealth Management LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2021$10,000
+11.1%
300.0%0.00%0.0%
Q3 2021$9,0000.0%300.0%0.00%0.0%
Q2 2021$9,000
+12.5%
300.0%0.00%0.0%
Q1 2021$8,0000.0%300.0%0.00%0.0%
Q4 2020$8,000
+14.3%
300.0%0.00%0.0%
Q3 2020$7,000
+16.7%
300.0%0.00%
+100.0%
Q2 2020$6,000
+20.0%
300.0%0.00%0.0%
Q1 2020$5,0000.0%300.0%0.00%0.0%
Q4 2019$5,000
-98.7%
30
-99.2%
0.00%
-99.4%
Q1 2016$399,0003,7500.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
CBIZ Investment Advisory Services, LLC 33,347$71,065,18327.65%
Dougherty Wealth Advisers LLC 77,298$16,472,97727.06%
Jentner Corp 166,041$35,385,00926.16%
Fee-Only Financial Planning, L.C. 126,443$26,946,16122.58%
Mill Creek Capital Advisors, LLC 2,544,179$542,190,15422.52%
Axiom Advisory, LLC 98,249$20,939,97922.16%
Bromfield Sneider Wealth Advisors 99,797$21,267,69319.71%
Safeguard Financial, LLC 116,113$24,74517.72%
Retirement Investment Advisors, Inc. 127,641$27,201,57417.61%
TL Private Wealth 138,969$30,019,99517.50%
View complete list of VANGUARD INDEX FDS shareholders