Laurel Wealth Advisors, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,176 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 0.40 and the average weighting 1.5%.

Quarter-by-quarter ownership
Laurel Wealth Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2022$989
-99.9%
4,640
-2.2%
0.10%
-9.3%
Q3 2022$1,015,000
-48.0%
4,744
-45.8%
0.11%
-45.7%
Q2 2022$1,951,000
-21.0%
8,751
+1.9%
0.20%
-2.5%
Q1 2022$2,471,000
+14.7%
8,588
+27.9%
0.20%
+22.9%
Q4 2021$2,154,000
+131.6%
6,714
+109.4%
0.17%
-2.9%
Q3 2021$930,000
+39.6%
3,206
+38.1%
0.17%
+98.8%
Q2 2021$666,000
-4.9%
2,321
-14.7%
0.09%
-18.9%
Q1 2021$700,000
-84.0%
2,722
-84.2%
0.11%
-83.5%
Q4 2020$4,367,000
+25.5%
17,239
+12.8%
0.64%
+11.7%
Q3 2020$3,479,000
+41.8%
15,284
+25.9%
0.58%
+28.1%
Q2 2020$2,453,000
+53.1%
12,140
+18.7%
0.45%
+22.0%
Q1 2020$1,602,000
+6.8%
10,226
+24.1%
0.37%
+46.6%
Q4 2019$1,500,000
+23.5%
8,237
+12.7%
0.25%
+20.7%
Q3 2019$1,215,000
+27.2%
7,309
+25.1%
0.21%
-0.5%
Q2 2019$955,0000.0%5,843
-4.3%
0.21%
-11.1%
Q1 2019$955,000
+50.9%
6,107
+29.6%
0.24%
+26.3%
Q4 2018$633,000
-40.1%
4,714
-28.2%
0.19%
-28.2%
Q3 2018$1,057,000
+26.3%
6,564
+17.5%
0.26%
+16.1%
Q2 2018$837,000
+187.6%
5,588
+172.1%
0.22%
+147.8%
Q1 2018$291,0002,0540.09%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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