JANICZEK 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
JANICZEK WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$38,396
+16.0%
141
+20.5%
0.01%
+11.1%
Q2 2023$33,107
+13.7%
1170.0%0.01%
+12.5%
Q1 2023$29,119
+3.3%
117
-7.1%
0.01%0.0%
Q4 2022$28,179
+4.4%
1260.0%0.01%
-11.1%
Q3 2022$27,000
-15.6%
1260.0%0.01%
-10.0%
Q2 2022$32,000
-11.1%
1260.0%0.01%0.0%
Q1 2022$36,000
-10.0%
1260.0%0.01%
-16.7%
Q4 2021$40,000
+8.1%
1260.0%0.01%
-7.7%
Q3 2021$37,000
+2.8%
1260.0%0.01%0.0%
Q2 2021$36,000
-18.2%
126
-25.9%
0.01%
-27.8%
Q1 2021$44,000
+2.3%
1700.0%0.02%
-14.3%
Q4 2020$43,000
-8.5%
170
-17.9%
0.02%
-16.0%
Q3 2020$47,000
+11.9%
2070.0%0.02%
+4.2%
Q2 2020$42,000
+68.0%
207
+31.0%
0.02%
+71.4%
Q1 2020$25,000
-30.6%
158
-20.2%
0.01%
-12.5%
Q4 2019$36,000
+9.1%
1980.0%0.02%
+6.7%
Q3 2019$33,000
+3.1%
1980.0%0.02%0.0%
Q2 2019$32,000
+3.2%
1980.0%0.02%0.0%
Q1 2019$31,000
+14.8%
1980.0%0.02%
+7.1%
Q4 2018$27,0001980.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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