MARK SHEPTOFF FINANCIAL PLANNING, 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
MARK SHEPTOFF FINANCIAL PLANNING, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$42,296
-3.8%
1550.0%0.03%
+8.0%
Q2 2023$43,950
+13.4%
1550.0%0.02%
+13.6%
Q1 2023$38,744
+17.0%
1550.0%0.02%
+15.8%
Q4 2022$33,101
-42.9%
155
-42.6%
0.02%
-45.7%
Q3 2022$58,000
-3.3%
2700.0%0.04%
+2.9%
Q2 2022$60,000
-23.1%
2700.0%0.03%
-12.8%
Q1 2022$78,000
-10.3%
2700.0%0.04%
-7.1%
Q4 2021$87,000
+11.5%
2700.0%0.04%
-2.3%
Q3 2021$78,000
+1.3%
2700.0%0.04%
+4.9%
Q2 2021$77,000
+11.6%
2700.0%0.04%
+2.5%
Q1 2021$69,000
+1.5%
2700.0%0.04%
+2.6%
Q4 2020$68,000
+11.5%
2700.0%0.04%
+2.6%
Q3 2020$61,000
+10.9%
2700.0%0.04%
+5.6%
Q2 2020$55,000
+31.0%
2700.0%0.04%
+12.5%
Q1 2020$42,000
-14.3%
2700.0%0.03%
+3.2%
Q4 2019$49,000
+8.9%
2700.0%0.03%
+3.3%
Q3 2019$45,000
+2.3%
2700.0%0.03%0.0%
Q2 2019$44,000
+4.8%
2700.0%0.03%0.0%
Q1 2019$42,000
+16.7%
2700.0%0.03%0.0%
Q4 2018$36,000
-16.3%
2700.0%0.03%
+3.4%
Q3 2018$43,000
+7.5%
2700.0%0.03%
-3.3%
Q2 2018$40,000
+5.3%
2700.0%0.03%
+15.4%
Q1 2018$38,0000.0%2700.0%0.03%
+4.0%
Q4 2017$38,000
+5.6%
2700.0%0.02%
+4.2%
Q3 2017$36,000
+5.9%
2700.0%0.02%
+4.3%
Q2 2017$34,000
+3.0%
270
-0.4%
0.02%
-4.2%
Q1 2017$33,000
+10.0%
271
+0.4%
0.02%
+9.1%
Q4 2016$30,0002700.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 69,467$14,862,00029.40%
Jentner Corp 159,842$34,198,00027.30%
Bromfield Sneider Wealth Advisors 98,269$21,025,00024.86%
Safeguard Financial, LLC 110,078$23,551,00021.81%
Peninsula Wealth, LLC 238,358$50,997,00018.00%
Benchmark Wealth Management, LLC 107,069$22,907,00017.96%
NSI Retail Advisors, LLC 281,887$60,310,00017.86%
Axiom Advisory, LLC 70,154$15,011,00017.84%
Corrigan Financial, Inc. 210,823$45,105,62817.10%
EdgeRock Capital LLC 131,445$28,123,00016.02%
View complete list of VANGUARD INDEX FDS shareholders