Strategic Wealth Partners Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.

Quarter-by-quarter ownership
Strategic Wealth Partners Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,209,874
+97552.4%
8,115
+1.5%
0.33%
+0.3%
Q2 2023$2,263
+13.4%
7,999
-0.5%
0.33%0.0%
Q1 2023$1,996
+46.3%
8,042
+25.6%
0.33%
+13.1%
Q4 2022$1,364
-99.9%
6,405
+0.1%
0.29%
-9.4%
Q3 2022$1,369,000
-4.0%
6,397
+0.0%
0.32%
+0.3%
Q2 2022$1,426,000
-22.5%
6,396
+0.0%
0.32%
-9.1%
Q1 2022$1,839,000
-25.3%
6,395
-16.7%
0.35%
-18.0%
Q4 2021$2,462,000
-1.1%
7,674
-10.6%
0.43%
-9.9%
Q3 2021$2,490,000
+12.2%
8,580
-0.7%
0.47%
+6.3%
Q1 2021$2,220,000
+1.5%
8,637
+0.0%
0.45%
-3.9%
Q4 2020$2,188,000
-4.6%
8,636
-14.3%
0.46%
-16.4%
Q3 2020$2,294,000
+105.6%
10,079
+82.5%
0.56%
+98.2%
Q2 2020$1,116,000
+24.6%
5,522
-3.4%
0.28%
+7.3%
Q1 2020$896,000
-15.4%
5,718
-1.7%
0.26%
+4.0%
Q4 2019$1,059,000
-94.7%
5,816
+38.3%
0.25%
-41.6%
Q3 2018$19,983,000
+7.5%
4,2050.0%0.43%
+17.5%
Q2 2018$18,589,000
+2.0%
4,205
-51.2%
0.37%
+29.8%
Q1 2018$18,232,000
+2840.6%
8,624
+95.7%
0.28%
+2.5%
Q4 2017$620,000
-34.4%
4,406
-38.1%
0.28%
-34.7%
Q3 2017$945,000
+77.6%
7,121
+70.1%
0.42%
+62.5%
Q2 2017$532,000
-47.7%
4,186
-50.0%
0.26%0.0%
Q1 2017$1,018,000
+107.8%
8,372
+90.4%
0.26%
+11.6%
Q4 2016$490,0004,3960.23%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Jentner Corp 150,486$43,280,00031.36%
Bromfield Sneider Wealth Advisors 98,974$28,465,00029.88%
Axiom Advisory, LLC 92,526$26,611,00022.13%
Strategies Wealth Advisors, LLC 261,887$75,318,74620.14%
Peninsula Wealth, LLC 238,486$68,589,00019.54%
Benchmark Wealth Management, LLC 98,896$28,442,00019.13%
Dougherty Wealth Advisers LLC 42,952$12,353,00018.64%
Corrigan Financial, Inc. 204,558$58,830,77118.60%
Avory & Company, LLC 101,636$29,231,00018.30%
Merit Financial Group, LLC 999,489$287,453,00017.34%
View complete list of VANGUARD INDEX FDS shareholders