YorkBridge Wealth Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,649 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.

Quarter-by-quarter ownership
YorkBridge Wealth Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2022$1,445,285
+16.7%
6,782
+17.2%
0.37%
+15.0%
Q3 2022$1,238,000
+4.9%
5,788
+9.4%
0.32%
+3.2%
Q2 2022$1,180,000
+231.5%
5,292
+327.1%
0.31%
+296.2%
Q1 2022$356,000
-8.0%
1,239
+2.7%
0.08%
-10.3%
Q4 2021$387,000
+10.6%
1,206
+0.1%
0.09%
-1.1%
Q3 2021$350,000
+1742.1%
1,205
+947.8%
0.09%
+1000.0%
Q2 2019$19,000
+5.6%
1150.0%0.01%0.0%
Q1 2019$18,0000.0%115
-15.4%
0.01%
-20.0%
Q4 2018$18,000
-5.3%
136
+18.3%
0.01%
+11.1%
Q3 2018$19,000
+11.8%
1150.0%0.01%
+28.6%
Q2 2018$17,000
+6.2%
1150.0%0.01%0.0%
Q1 2018$16,0000.0%1150.0%0.01%
-12.5%
Q4 2017$16,000
+6.7%
1150.0%0.01%0.0%
Q3 2017$15,0000.0%1150.0%0.01%0.0%
Q2 2017$15,000
+7.1%
1150.0%0.01%
+14.3%
Q1 2017$14,000
+7.7%
1150.0%0.01%
-12.5%
Q4 2016$13,0001150.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Trust Co of Tennessee 256,175$95,811,39634.28%
Rezny Wealth Management, Inc. 318,706$119,199,23131.88%
GOLDEN ROAD ADVISORS LLC 97,307$37,787,38731.16%
Fee-Only Financial Planning, L.C. 118,864$44,456,13829.93%
Safeguard Financial, LLC 283,568$106,057,13329.49%
Balentine LLC 1,720,031$643,308,76929.24%
Dougherty Wealth Advisers LLC 88,938$33,263,70129.07%
STEVENS CAPITAL PARTNERS 143,528$53,680,78127.70%
Blackston Financial Advisory Group, LLC 155,977$46,287,14325.90%
Mill Creek Capital Advisors, LLC 2,663,497$996,174,63425.36%
View complete list of VANGUARD INDEX FDS shareholders