Sowell Financial Services LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$15,291,000
+17.0%
56,152
+21.6%
0.96%
+31.7%
Q2 2023$13,070,000
+1686351.6%
46,190
+1387.6%
0.73%
+1115.0%
Q1 2023$775
-76.9%
3,105
-80.3%
0.06%
-72.5%
Q4 2022$3,360
-99.9%
15,767
+35.5%
0.22%
+1.9%
Q4 2021$3,733,000
+21.8%
11,633
+10.1%
0.21%
+3.4%
Q3 2021$3,066,000
-20.7%
10,566
-26.5%
0.21%
+54.5%
Q1 2021$3,864,000
+63.7%
14,374
+54.3%
0.13%
+32.7%
Q4 2020$2,360,000
+7.4%
9,316
-3.5%
0.10%
-8.2%
Q3 2020$2,197,000
-63.5%
9,654
-67.5%
0.11%
-66.7%
Q2 2020$6,011,000
+60.3%
29,746
+24.2%
0.33%
+18.7%
Q1 2020$3,751,000
+158.2%
23,942
+200.2%
0.28%
+150.5%
Q4 2019$1,453,000
+43.7%
7,976
+31.1%
0.11%
+32.1%
Q3 2019$1,011,000
+67.9%
6,082
+58.1%
0.08%
+25.4%
Q1 2019$602,000
+40.3%
3,848
+20.6%
0.07%
+9.8%
Q4 2018$429,000
+8.3%
3,192
+25.3%
0.06%
-27.4%
Q2 2018$396,000
+16.8%
2,547
+7.1%
0.08%
-1.2%
Q1 2018$339,0002,3780.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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