Domani Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.

Quarter-by-quarter ownership
Domani Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q1 2023$267,400
+17.3%
1,0720.0%0.06%
+8.8%
Q4 2022$228,000
-9.5%
1,072
-8.8%
0.06%
-23.0%
Q3 2022$252,000
-15.2%
1,176
-11.6%
0.07%
-8.6%
Q2 2022$297,000
-27.2%
1,331
-6.3%
0.08%
-8.0%
Q1 2022$408,000
-35.3%
1,420
-27.8%
0.09%
-29.0%
Q4 2021$631,000
+47.8%
1,967
+33.5%
0.12%
+39.3%
Q3 2021$427,000
-29.1%
1,473
-29.8%
0.09%
-26.4%
Q2 2021$602,000
-80.9%
2,099
-82.9%
0.12%
-80.1%
Q1 2021$3,152,000
+1.0%
12,261
-0.5%
0.61%
-4.3%
Q4 2020$3,120,000
+9.2%
12,317
-1.9%
0.63%
+1.0%
Q3 2020$2,857,000
+13.5%
12,554
+0.8%
0.63%
+6.8%
Q2 2020$2,517,000
+5.0%
12,453
-18.6%
0.59%
-8.3%
Q1 2020$2,398,000
-8.9%
15,301
+5.9%
0.64%
-26.3%
Q4 2019$2,633,000
+13.2%
14,452
+3.4%
0.87%
+3.2%
Q3 2019$2,325,000
-0.5%
13,982
-2.2%
0.84%
-3.0%
Q2 2019$2,336,000
+3.4%
14,300
-1.0%
0.87%
-4.5%
Q1 2019$2,260,000
+18.4%
14,448
+1.7%
0.91%
+2.4%
Q4 2018$1,909,000
-15.0%
14,211
+1.9%
0.89%
-7.7%
Q3 2018$2,246,000
+54.0%
13,949
+43.4%
0.96%
+43.9%
Q2 2018$1,458,000
+93.9%
9,729
+83.6%
0.67%
+107.8%
Q1 2018$752,000
+24.5%
5,299
+23.3%
0.32%
+21.5%
Q4 2017$604,000
+96.1%
4,296
+85.3%
0.26%
+99.2%
Q3 2017$308,000
+22.2%
2,318
+16.8%
0.13%
+27.9%
Q2 2017$252,000
+15.6%
1,985
+11.0%
0.10%
+18.2%
Q1 2017$218,000
+8.5%
1,7890.0%0.09%
+15.8%
Q3 2016$201,0001,7890.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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