CWA Asset Management Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.

Quarter-by-quarter ownership
CWA Asset Management Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$412,535
+0.4%
1,515
+4.3%
0.03%
+7.1%
Q2 2023$411,055
+34.1%
1,453
+18.2%
0.03%
+21.7%
Q1 2023$306,562
+6.9%
1,229
-8.7%
0.02%0.0%
Q4 2022$286,846
-67.4%
1,346
-67.3%
0.02%
-72.9%
Q3 2022$881,000
+144.7%
4,117
+154.6%
0.08%
+150.0%
Q2 2022$360,000
-60.4%
1,617
-48.9%
0.03%
-50.7%
Q1 2022$910,000
-60.8%
3,163
-56.2%
0.07%
-59.9%
Q4 2021$2,319,000
+12.3%
7,228
+1.6%
0.17%
+4.9%
Q3 2021$2,065,000
-3.5%
7,117
-4.4%
0.16%
-5.7%
Q2 2021$2,140,000
-19.2%
7,447
-27.7%
0.17%
-28.1%
Q1 2021$2,648,000
+36.4%
10,303
+34.5%
0.24%
+19.2%
Q4 2020$1,941,000
+14.4%
7,663
+2.8%
0.20%
-10.6%
Q3 2020$1,697,000
+77.7%
7,456
+57.8%
0.23%
+35.9%
Q2 2020$955,000
+42.1%
4,724
+10.2%
0.17%
+30.5%
Q1 2020$672,000
+0.4%
4,287
+16.8%
0.13%
+18.5%
Q4 2019$669,000
-7.3%
3,669
-15.5%
0.11%
-6.9%
Q3 2019$722,000
+111.7%
4,342
+107.8%
0.12%
+100.0%
Q2 2019$341,000
+46.4%
2,090
+40.6%
0.06%
+28.9%
Q1 2019$233,000
-21.5%
1,487
-32.7%
0.04%
-34.8%
Q4 2018$297,000
+25.8%
2,209
+50.5%
0.07%
+32.7%
Q3 2018$236,000
+12.4%
1,468
+4.9%
0.05%
+6.1%
Q2 2018$210,0001,3990.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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