Circle Wealth Management, LLC - VANGUARD INDEX FDS ownership

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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%.

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Quarter-by-quarter ownership
Circle Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$911,170
-3.8%
3,3460.0%0.02%
-81.6%
Q2 2023$946,806
+13.4%
3,3460.0%0.12%
+3.3%
Q1 2023$834,646
+17.0%
3,3460.0%0.12%
+10.0%
Q4 2022$713,082
-0.4%
3,3460.0%0.11%
-6.8%
Q3 2022$716,000
-4.0%
3,3460.0%0.12%
-0.8%
Q2 2022$746,000
-22.5%
3,3460.0%0.12%
-5.6%
Q1 2022$962,000
-10.4%
3,3460.0%0.13%
-10.0%
Q4 2021$1,074,000
+10.6%
3,3460.0%0.14%0.0%
Q3 2021$971,000
+1.1%
3,3460.0%0.14%
+1.4%
Q2 2021$960,000
+11.6%
3,3460.0%0.14%
+0.7%
Q1 2021$860,000
+1.5%
3,346
+0.1%
0.14%
+13.2%
Q4 2020$847,000
+70.8%
3,342
+53.3%
0.12%
+47.6%
Q3 2020$496,000
+12.7%
2,180
+0.2%
0.08%
+6.5%
Q2 2020$440,000
+29.4%
2,175
+0.2%
0.08%
+16.7%
Q1 2020$340,000
-13.9%
2,1700.0%0.07%
-2.9%
Q4 2019$395,000
+9.7%
2,170
+0.3%
0.07%
-11.7%
Q3 2019$360,000
+2.3%
2,164
+0.5%
0.08%
+1.3%
Q2 2019$352,000
+4.5%
2,1540.0%0.08%0.0%
Q1 2019$337,000
+16.6%
2,1540.0%0.08%
-29.6%
Q4 2018$289,000
-16.5%
2,154
+0.3%
0.11%
-0.9%
Q3 2018$346,000–2,147–0.11%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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