Wealthspire Advisors, LLC - VANGUARD INDEX FDS ownership

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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%.

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Quarter-by-quarter ownership
Wealthspire Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$86,821,549
+7.9%
318,833
+12.2%
1.43%
+9.0%
Q2 2023$80,435,467
+19.8%
284,264
+5.7%
1.32%
+14.1%
Q1 2023$67,114,385
-14.0%
269,060
-26.6%
1.15%
-18.9%
Q4 2022$78,083,345
+104.9%
366,399
+105.7%
1.42%
+78.3%
Q3 2022$38,117,000
+105.5%
178,159
+114.1%
0.80%
+105.4%
Q2 2022$18,548,000
-0.5%
83,215
+28.4%
0.39%
-7.4%
Q1 2022$18,644,000
+14.9%
64,826
+28.2%
0.42%
+16.7%
Q4 2021$16,227,000
+8.2%
50,566
-2.2%
0.36%
+15.4%
Q3 2021$15,003,000
+2.6%
51,704
+1.4%
0.31%
-19.0%
Q2 2021$14,624,000
+7.5%
50,987
-3.7%
0.38%
+18.9%
Q1 2021$13,609,000
+5.7%
52,945
+4.1%
0.32%
-15.7%
Q4 2020$12,880,000
+151.6%
50,842
+126.1%
0.38%
+26.0%
Q3 2020$5,119,000
+26.2%
22,489
+12.1%
0.30%
+7.8%
Q2 2020$4,055,000
-5.1%
20,067
-26.5%
0.28%
+57.5%
Q1 2020$4,275,000–27,284–0.18%–
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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