Wealthcare Advisory Partners LLC - 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
Wealthcare Advisory Partners LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,920,981
-2.6%
14,399
+1.2%
0.18%0.0%
Q2 2023$4,027,406
+7.3%
14,233
-5.4%
0.18%
+11.8%
Q1 2023$3,753,314
+41.4%
15,047
+20.8%
0.16%
+26.8%
Q4 2022$2,654,931
-7.1%
12,458
-6.8%
0.13%
-22.1%
Q3 2022$2,858,000
+51.4%
13,360
+57.7%
0.16%
+43.0%
Q2 2022$1,888,000
-5.3%
8,472
+22.2%
0.11%
-5.8%
Q1 2022$1,994,000
-10.9%
6,932
-0.6%
0.12%
-9.7%
Q4 2021$2,238,000
+34.1%
6,973
+21.2%
0.13%
+22.9%
Q3 2021$1,669,000
-0.4%
5,751
-1.6%
0.11%
-2.7%
Q2 2021$1,676,000
+46.6%
5,845
+31.4%
0.11%
+34.9%
Q1 2021$1,143,000
+4.4%
4,449
+3.0%
0.08%
-14.4%
Q4 2020$1,095,000
+200.8%
4,321
+170.6%
0.10%
+142.5%
Q3 2020$364,000
+4.3%
1,597
-7.5%
0.04%
-7.0%
Q2 2020$349,000
-19.0%
1,726
-37.2%
0.04%
-31.7%
Q1 2020$431,000
+110.2%
2,748
+143.8%
0.06%
+142.3%
Q4 2019$205,000
+86.4%
1,127
+69.7%
0.03%
+62.5%
Q3 2019$110,000
+23.6%
664
+22.1%
0.02%
+14.3%
Q2 2019$89,000
+9.9%
544
+5.0%
0.01%0.0%
Q1 2019$81,000
+15.7%
5180.0%0.01%0.0%
Q4 2018$70,0000.0%518
+19.1%
0.01%
+7.7%
Q3 2018$70,000
+7.7%
4350.0%0.01%0.0%
Q2 2018$65,000
-20.7%
435
-24.7%
0.01%
-31.6%
Q1 2018$82,000
-6.8%
578
-7.1%
0.02%
-17.4%
Q4 2017$88,000
+4.8%
622
-2.0%
0.02%
-8.0%
Q3 2017$84,000
+133.3%
635
+126.0%
0.02%
+47.1%
Q2 2017$36,000
+5.9%
281
+0.4%
0.02%
-10.5%
Q1 2017$34,000
+9.7%
280
+0.4%
0.02%
+5.6%
Q4 2016$31,0000.0%279
+0.4%
0.02%
-10.0%
Q3 2016$31,000
+3.3%
278
+0.4%
0.02%
-4.8%
Q2 2016$30,0002770.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Dougherty Wealth Advisers LLC 69,467$14,862,00029.40%
Jentner Corp 159,842$34,198,00027.30%
Bromfield Sneider Wealth Advisors 98,269$21,025,00024.86%
Safeguard Financial, LLC 110,078$23,551,00021.81%
Peninsula Wealth, LLC 238,358$50,997,00018.00%
Benchmark Wealth Management, LLC 107,069$22,907,00017.96%
NSI Retail Advisors, LLC 281,887$60,310,00017.86%
Axiom Advisory, LLC 70,154$15,011,00017.84%
Corrigan Financial, Inc. 210,823$45,105,62817.10%
EdgeRock Capital LLC 131,445$28,123,00016.02%
View complete list of VANGUARD INDEX FDS shareholders