B. Riley Wealth Management, Inc. - 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
B. Riley Wealth Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2022$48,161,000
+4.5%
201,091
+25.5%
0.06%
-98.4%
Q1 2022$46,067,000
-18.0%
160,178
-8.5%
3.55%
-8.8%
Q4 2021$56,168,000
+13.0%
175,032
+2.2%
3.89%
+1.9%
Q3 2021$49,693,000
+13589.5%
171,256
+13416.7%
3.82%
+9442.5%
Q2 2021$363,000
-92.7%
1,267
-93.5%
0.04%
-93.1%
Q1 2021$4,985,000
+1121.8%
19,394
+1103.1%
0.58%
+1000.0%
Q4 2020$408,000
+11.2%
1,6120.0%0.05%
+23.3%
Q3 2020$367,000
-99.3%
1,612
-99.4%
0.04%
-99.2%
Q2 2020$49,936,000
+75.3%
279,740
+53.9%
5.48%
+83.1%
Q1 2020$28,487,000
+0.6%
181,800
+17.0%
2.99%
-29.5%
Q4 2019$28,312,000
+11.9%
155,415
+2.1%
4.24%
-3.9%
Q3 2019$25,305,000
-6.3%
152,180
-7.9%
4.42%
+6.4%
Q2 2019$27,006,000
+13.1%
165,289
+8.2%
4.15%
+0.2%
Q1 2019$23,887,000
+19.3%
152,715
+2.4%
4.14%
-1.4%
Q4 2018$20,030,000
-16.9%
149,110
-0.3%
4.20%
-29.1%
Q3 2018$24,093,000
+2043.5%
149,608
+1316.7%
5.92%
+252.4%
Q1 2016$1,124,000
-5.8%
10,560
-5.9%
1.68%
+10.2%
Q4 2015$1,193,000
+52.4%
11,222
+43.6%
1.52%
+37.3%
Q3 2015$783,000
-6.6%
7,813
-0.4%
1.11%
+66.7%
Q2 2015$838,000
+10.7%
7,841
+8.2%
0.67%
+17.0%
Q1 2015$757,000
+147.4%
7,244
+147.2%
0.57%
+127.6%
Q4 2014$306,000
+37.2%
2,931
+31.0%
0.25%
+50.6%
Q3 2014$223,000
-5.5%
2,238
-6.5%
0.17%
+8.5%
Q2 2014$236,000
+22.9%
2,393
+16.7%
0.15%
+7.7%
Q1 2014$192,0002,0500.14%
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