Sugarloaf Wealth Management, LLC - VANGUARD INDEX FDS ownership

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%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$218,161
-6.6%
801
-3.0%
0.06%0.0%
Q2 2023$233,653
+13.5%
826
+0.1%
0.06%
+7.8%
Q1 2023$205,865
+17.1%
8250.0%0.05%
+15.9%
Q4 2022$175,770
-1.3%
825
-0.7%
0.04%
-4.3%
Q3 2022$178,000
-5.8%
831
-1.9%
0.05%
-2.1%
Q2 2022$189,000
-37.4%
847
-19.3%
0.05%
-34.7%
Q1 2022$302,000
+1.0%
1,050
+12.8%
0.07%
+1.4%
Q4 2021$299,000
+7.9%
931
-2.5%
0.07%
-2.7%
Q3 2021$277,000
+1.1%
955
+0.1%
0.07%
-2.7%
Q2 2021$274,000
+7.5%
954
-16.1%
0.08%
-1.3%
Q1 2021$255,000
+1.6%
1,137
+14.7%
0.08%
-9.5%
Q4 2020$251,000
+11.1%
9910.0%0.08%
+2.4%
Q3 2020$226,000
+7.6%
991
-4.8%
0.08%
+1.2%
Q2 2020$210,000
+25.7%
1,041
-2.3%
0.08%
+8.0%
Q1 2020$167,000
-13.9%
1,0660.0%0.08%
-8.5%
Q4 2019$194,0001,0660.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 69,467$14,862,00029.40%
Jentner Corp 159,842$34,198,00027.30%
Bromfield Sneider Wealth Advisors 98,269$21,025,00024.86%
Safeguard Financial, LLC 110,078$23,551,00021.81%
Peninsula Wealth, LLC 238,358$50,997,00018.00%
Benchmark Wealth Management, LLC 107,069$22,907,00017.96%
NSI Retail Advisors, LLC 281,887$60,310,00017.86%
Axiom Advisory, LLC 70,154$15,011,00017.84%
Corrigan Financial, Inc. 210,823$45,105,62817.10%
EdgeRock Capital LLC 131,445$28,123,00016.02%
View complete list of VANGUARD INDEX FDS shareholders