Winch Advisory Services, 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
Winch Advisory Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$59
+73.5%
216
+78.5%
0.02%
+83.3%
Q2 2023$34
+13.3%
1210.0%0.01%0.0%
Q1 2023$30
-28.6%
121
-39.2%
0.01%
-33.3%
Q4 2022$42
-99.9%
199
+45.3%
0.02%
+50.0%
Q3 2022$29,000
+81.2%
137
+87.7%
0.01%
+71.4%
Q2 2022$16,000
-23.8%
73
-1.4%
0.01%0.0%
Q1 2022$21,000
-12.5%
740.0%0.01%
-12.5%
Q4 2021$24,000
-25.0%
74
-32.1%
0.01%
-27.3%
Q3 2021$32,000
+3.2%
1090.0%0.01%0.0%
Q2 2021$31,000
+10.7%
1090.0%0.01%0.0%
Q1 2021$28,000
+211.1%
109
+220.6%
0.01%
+175.0%
Q4 2020$9,000
+12.5%
340.0%0.00%
+33.3%
Q3 2020$8,000
+14.3%
340.0%0.00%0.0%
Q2 2020$7,000
+40.0%
340.0%0.00%
+50.0%
Q1 2020$5,000
-16.7%
340.0%0.00%
-33.3%
Q4 2019$6,000
-83.3%
34
-84.2%
0.00%
-84.2%
Q3 2019$36,000
-98.9%
215
-99.1%
0.02%
-99.1%
Q2 2017$3,198,000
+15.0%
25,173
+10.1%
2.01%
+14.0%
Q1 2017$2,782,000
+27.6%
22,870
+12.3%
1.76%
+48.2%
Q2 2015$2,180,000
+72566.7%
20,366
+72635.7%
1.19%
+59450.0%
Q1 2015$3,000
-92.1%
28
-92.6%
0.00%
-90.9%
Q2 2014$38,000
+8.6%
379
+0.3%
0.02%0.0%
Q1 2014$35,0003780.02%
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