LifePlan Financial Group, Inc - 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
LifePlan Financial Group, Inc ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2020$7,261,000
+7.9%
31,901
-4.2%
3.13%
+1.9%
Q2 2020$6,730,000
+29.2%
33,304
+0.2%
3.07%
+8.8%
Q1 2020$5,207,000
-11.8%
33,232
+2.5%
2.82%
+7.3%
Q4 2019$5,906,000
+7.4%
32,420
-2.0%
2.63%
+1.5%
Q3 2019$5,500,000
-0.7%
33,078
-2.4%
2.59%
-3.1%
Q2 2019$5,539,000
+0.2%
33,899
-4.1%
2.67%
-9.4%
Q1 2019$5,529,000
+11.1%
35,349
-4.6%
2.95%
-5.1%
Q4 2018$4,977,000
-19.0%
37,054
-2.9%
3.11%
-6.5%
Q3 2018$6,144,000
+6.4%
38,150
-1.1%
3.32%
+3.0%
Q2 2018$5,777,000
+3.9%
38,562
-1.6%
3.23%
-0.5%
Q1 2018$5,562,000
-1.7%
39,204
-8.0%
3.24%
-9.9%
Q4 2017$5,656,0000.0%42,6080.0%3.60%0.0%
Q3 2017$5,656,000
+8.4%
42,608
+3.7%
3.60%
+0.8%
Q2 2017$5,219,000
+4.4%
41,084
+0.0%
3.57%
+3.0%
Q1 2017$4,998,000
+7.9%
41,082
-1.2%
3.47%
+6.5%
Q4 2016$4,633,000
-4.3%
41,561
-3.6%
3.26%
-2.0%
Q3 2016$4,842,000
+7.2%
43,118
+2.3%
3.32%
+7.1%
Q2 2016$4,516,000
+6.0%
42,129
+5.3%
3.10%
+2.5%
Q1 2016$4,261,000
+1.3%
40,026
+1.3%
3.03%
+1.3%
Q4 2015$4,205,000
+12.1%
39,526
+5.6%
2.99%
+9.6%
Q3 2015$3,752,000
-6.8%
37,414
-0.6%
2.73%
+0.9%
Q2 2015$4,027,000
+14.8%
37,622
+12.2%
2.70%
+15.8%
Q1 2015$3,509,000
-6.8%
33,542
-7.0%
2.33%
-6.6%
Q4 2014$3,765,000
+12.0%
36,071
+6.9%
2.50%
-12.3%
Q3 2014$3,363,000
+4.8%
33,743
+4.0%
2.85%
+24.5%
Q2 2014$3,208,000
+5.2%
32,438
-0.5%
2.29%
-5.6%
Q1 2014$3,048,000
+9.1%
32,605
+8.5%
2.42%
+27.0%
Q4 2013$2,795,000
+14.3%
30,042
+3.9%
1.91%
-4.2%
Q3 2013$2,446,000
+59.7%
28,910
+47.5%
1.99%
+17.1%
Q2 2013$1,532,00019,6061.70%
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