Cornerstone Wealth Management, 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
Cornerstone Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,245,282
-21.2%
26,604
-18.2%
0.68%
-16.7%
Q2 2023$9,197,964
+15.3%
32,506
+1.6%
0.82%
+4.7%
Q1 2023$7,978,624
+15.4%
31,986
-1.1%
0.78%
+1.8%
Q3 2022$6,916,000
-3.3%
32,327
+0.7%
0.77%
-2.9%
Q2 2022$7,152,000
-22.8%
32,088
-0.4%
0.79%
-12.0%
Q1 2022$9,268,000
-11.4%
32,226
-1.2%
0.90%
-9.7%
Q4 2021$10,466,000
+9.3%
32,619
-1.1%
1.00%
-2.0%
Q3 2021$9,572,000
+0.9%
32,989
-0.3%
1.02%
+1.9%
Q2 2021$9,488,000
+5.9%
33,080
-5.1%
1.00%
-5.8%
Q1 2021$8,959,000
-0.6%
34,856
-2.0%
1.06%
-6.4%
Q4 2020$9,014,000
-0.6%
35,582
-10.7%
1.13%
-15.8%
Q3 2020$9,070,000
+1.5%
39,850
-9.8%
1.34%
-6.9%
Q2 2020$8,932,000
+10.1%
44,198
-14.7%
1.44%
-7.7%
Q1 2020$8,116,000
-18.3%
51,799
-5.0%
1.56%
-2.7%
Q4 2019$9,933,000
+7.4%
54,526
-2.0%
1.61%
-1.4%
Q3 2019$9,249,000
-0.5%
55,623
-2.1%
1.63%
-2.2%
Q2 2019$9,291,000
+36.9%
56,814
-6.7%
1.67%
+102.5%
Q1 2019$6,786,000
-14.5%
60,914
+3.0%
0.82%
-51.4%
Q4 2018$7,938,000
-84.8%
59,123
-99.2%
1.70%
+157.6%
Q3 2018$52,257,000
-7.5%
7,019,596
-17.4%
0.66%
+3.3%
Q2 2018$56,492,000
+639.3%
8,494,863
+15286.7%
0.64%
-56.3%
Q1 2018$7,641,000
-1.7%
55,209
+3.5%
1.46%0.0%
Q4 2017$7,770,000
+10.7%
53,365
+2.1%
1.46%
+0.2%
Q3 2017$7,021,000
+6.1%
52,257
+0.7%
1.46%
-2.0%
Q2 2017$6,615,000
+6.4%
51,874
+1.1%
1.48%
-3.4%
Q1 2017$6,215,000
+11.2%
51,320
+3.1%
1.54%
-14.3%
Q4 2016$5,590,000
+7.2%
49,785
+6.5%
1.79%
-6.9%
Q3 2016$5,214,000
+8.8%
46,739
+4.8%
1.92%
-47.1%
Q1 2016$4,792,00044,6113.64%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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