WESPAC Advisors SoCal, 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
WESPAC Advisors SoCal, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,926,251
-2.9%
14,418
+0.9%
1.33%
-4.1%
Q2 2023$4,041,606
+14.0%
14,283
+0.5%
1.38%
+13.2%
Q1 2023$3,544,122
+17.4%
14,208
+0.3%
1.22%
+9.0%
Q4 2022$3,017,917
-5.7%
14,161
-1.4%
1.12%
-16.1%
Q3 2022$3,200,000
-0.6%
14,366
-0.6%
1.34%
+8.6%
Q2 2022$3,220,000
-24.4%
14,448
-2.5%
1.23%
-6.3%
Q1 2022$4,261,000
-1.7%
14,814
+0.2%
1.31%
-0.8%
Q4 2021$4,334,000
+1.8%
14,781
+0.9%
1.32%
-4.9%
Q3 2021$4,258,000
-3.8%
14,644
-5.1%
1.39%
-5.1%
Q2 2021$4,424,000
+23.0%
15,424
+10.2%
1.47%
+4.0%
Q1 2021$3,597,000
+5.1%
13,993
+3.6%
1.41%
+3.9%
Q4 2020$3,423,000
+2.2%
13,513
-5.0%
1.36%
-14.8%
Q3 2020$3,348,000
-3.4%
14,220
-12.8%
1.59%
-0.7%
Q2 2020$3,467,000
+23013.3%
16,315
+16215.0%
1.60%
+19962.5%
Q1 2019$15,000
+15.4%
1000.0%0.01%0.0%
Q4 2018$13,000
-18.8%
1000.0%0.01%0.0%
Q3 2018$16,000
+14.3%
1000.0%0.01%0.0%
Q1 2018$14,0000.0%1000.0%0.01%0.0%
Q4 2017$14,000
-46.2%
100
-50.0%
0.01%
-46.7%
Q3 2017$26,000
+4.0%
2000.0%0.02%
-6.2%
Q2 2017$25,000
-99.9%
2000.0%0.02%
+6.7%
Q1 2017$24,332,000
+9.1%
2000.0%0.02%
+7.1%
Q4 2016$22,296,000
-0.7%
2000.0%0.01%
-6.7%
Q3 2016$22,458,000
-63.9%
200
-65.5%
0.02%
-62.5%
Q2 2016$62,176,000
+0.7%
5800.0%0.04%
-11.1%
Q1 2016$61,741,0005800.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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