Orgel Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.

Quarter-by-quarter ownership
Orgel Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$546,799
-8.1%
2,008
-4.5%
0.02%
-10.0%
Q2 2023$594,782
+2.8%
2,102
-9.4%
0.02%
-4.8%
Q1 2023$578,701
-6.3%
2,320
-19.9%
0.02%
-12.5%
Q4 2022$617,593
-4.8%
2,898
-4.5%
0.02%
-25.0%
Q3 2022$649,000
-7.4%
3,033
-3.6%
0.03%
-20.0%
Q2 2022$701,000
-26.3%
3,146
-4.9%
0.04%
-38.5%
Q1 2022$951,000
-10.5%
3,3080.0%0.06%
-36.9%
Q4 2021$1,062,000
+2.9%
3,308
-7.0%
0.10%
-12.0%
Q3 2021$1,032,000
+1.2%
3,5580.0%0.12%
-8.6%
Q2 2021$1,020,000
+11.5%
3,5580.0%0.13%
-1.5%
Q1 2021$915,000
-11.3%
3,558
-12.7%
0.13%
-38.7%
Q4 2020$1,032,000
+11.3%
4,0740.0%0.21%
-18.1%
Q3 2020$927,000
+12.1%
4,074
-0.4%
0.26%
-17.0%
Q2 2020$827,000
+29.0%
4,0910.0%0.31%
+22.8%
Q1 2020$641,000
-32.7%
4,091
-21.8%
0.25%
-3.1%
Q4 2019$953,000
+1.8%
5,232
-7.0%
0.26%
-25.6%
Q3 2019$936,000
+21.7%
5,628
+19.6%
0.35%
+17.3%
Q2 2019$769,000
-6.1%
4,707
-10.2%
0.30%
+8.3%
Q1 2019$819,000
+18.7%
5,239
+1.9%
0.28%
+33.2%
Q4 2018$690,000
-18.1%
5,139
-1.8%
0.21%
-43.6%
Q3 2018$843,000
+7.5%
5,2320.0%0.37%
+91.2%
Q2 2018$784,000
+5.7%
5,2320.0%0.19%
+4.9%
Q1 2018$742,000
-5.6%
5,232
-6.3%
0.18%
-3.2%
Q4 2017$786,000
+5.9%
5,5860.0%0.19%
-26.6%
Q3 2017$742,0005,5860.26%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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