GeoWealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,627
+15977.1%
20,666
+16839.3%
0.64%
+15850.0%
Q2 2023$35
-85.5%
122
-89.2%
0.00%
-84.0%
Q4 2022$241
-100.0%
1,129
-96.3%
0.02%
-96.8%
Q1 2022$8,780,000
-67.7%
30,525
-64.0%
0.77%
-65.2%
Q4 2021$27,223,000
-16.7%
84,833
-24.7%
2.22%
-17.6%
Q3 2021$32,699,000
+40269.1%
112,694
+39862.4%
2.70%
+26860.0%
Q2 2021$81,000
+62.0%
282
+46.1%
0.01%
+25.0%
Q1 2021$50,000
-96.4%
193
-96.5%
0.01%
-96.4%
Q4 2020$1,402,000
-92.5%
5,480
-95.1%
0.22%
-94.7%
Q3 2019$18,724,000112,6054.21%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
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