Highland Private Wealth Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.

Quarter-by-quarter ownership
Highland Private Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$1,905,000
+250.2%
8,903
+264.9%
0.31%
+265.5%
Q2 2022$544,000
+16.7%
2,440
+50.7%
0.08%
+35.5%
Q1 2022$466,000
+8.6%
1,619
+21.2%
0.06%
+14.8%
Q4 2021$429,000
+10.6%
1,3360.0%0.05%
-1.8%
Q3 2021$388,000
+1.3%
1,3360.0%0.06%
-3.5%
Q2 2021$383,000
+11.7%
1,3360.0%0.06%
+1.8%
Q1 2021$343,000
-56.5%
1,336
-57.1%
0.06%
-17.6%
Q4 2020$788,000
+122.6%
3,112
+100.0%
0.07%
-1.4%
Q3 2020$354,000
+1.1%
1,556
-10.1%
0.07%
-8.0%
Q2 2020$350,000
-35.4%
1,731
-50.0%
0.08%
+1.4%
Q1 2020$542,000
+72.1%
3,462
+100.0%
0.07%
-1.3%
Q4 2019$315,000
-45.3%
1,731
-50.0%
0.08%
-6.2%
Q3 2019$576,000
+1.8%
3,4620.0%0.08%
-1.2%
Q2 2019$566,000
+0.7%
3,462
-3.7%
0.08%
-8.0%
Q1 2019$562,000
+107.4%
3,596
+78.2%
0.09%
-13.7%
Q4 2018$271,0000.0%2,018
+19.8%
0.10%
+13.3%
Q3 2018$271,000
-46.2%
1,685
-50.0%
0.09%0.0%
Q2 2018$504,000
-0.4%
3,370
-6.4%
0.09%
-11.8%
Q4 2017$506,000
+5.9%
3,6020.0%0.10%
-1.0%
Q3 2017$478,000
+97.5%
3,602
+89.5%
0.10%
-11.2%
Q2 2017$242,0001,9010.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
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