Sugarloaf Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VXF and the CUSIP is 922908652. A total of 525 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.55 and the average weighting 0.7%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$156,007
-3.6%
1,088
+0.1%
0.04%
+2.6%
Q2 2023$161,808
-24.3%
1,087
-28.7%
0.04%
-28.3%
Q1 2023$213,693
+5.6%
1,524
+0.1%
0.05%
+3.9%
Q4 2022$202,347
+4.3%
1,523
+0.1%
0.05%
+2.0%
Q3 2022$194,000
-2.5%
1,522
+0.1%
0.05%0.0%
Q2 2022$199,000
-21.0%
1,520
+0.1%
0.05%
-16.7%
Q1 2022$252,000
-9.4%
1,5190.0%0.06%
-9.1%
Q4 2021$278,000
-3.5%
1,519
-3.9%
0.07%
-13.2%
Q3 2021$288,000
-3.7%
1,580
-0.3%
0.08%
-6.2%
Q2 2021$299,000
-15.5%
1,584
-69.7%
0.08%
-23.6%
Q1 2021$354,000
-19.9%
5,229
+94.7%
0.11%
-28.4%
Q4 2020$442,000
+13.9%
2,685
-10.3%
0.15%
+5.0%
Q3 2020$388,000
-7.8%
2,994
-15.8%
0.14%
-13.0%
Q2 2020$421,000
-26.9%
3,557
-44.1%
0.16%
-37.2%
Q1 2020$576,000
-50.8%
6,358
-31.6%
0.26%
-48.2%
Q4 2019$1,171,0009,2920.50%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
ACT WEALTH MANAGEMENT, LLC 148,089$27,928,00017.26%
Freedman Financial Associates, Inc. 119,875$21,860,00015.97%
Standard Family Office LLC 275,727$50,282,00014.59%
Tower Wealth Partners, Inc. 70,195$12,801,00013.50%
Bridgeworth, LLC 257,823$47,017,00013.20%
Gleason Group, Inc. 184,298$33,609,00012.14%
CABANA LLC 14,261$2,744,0009.78%
Van Cleef Asset Management,Inc 331,112$60,382,0009.09%
FC Advisory LLC 111,317$20,300,0009.06%
Applied Capital LLC 54,899$10,011,0008.76%
View complete list of VANGUARD INDEX FDS shareholders