Fusion Family Wealth LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.

Quarter-by-quarter ownership
Fusion Family Wealth LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,049,499
-3.8%
3,8540.0%0.13%
-0.8%
Q2 2023$1,090,544
+15.6%
3,854
+1.9%
0.13%
+8.3%
Q1 2023$943,397
+17.0%
3,7820.0%0.12%
+10.0%
Q4 2022$805,994
-30.2%
3,782
-5.0%
0.11%
-36.8%
Q3 2022$1,155,000
+37.0%
3,981
+5.3%
0.17%
+43.8%
Q2 2022$843,000
-22.9%
3,782
-0.6%
0.12%
-18.2%
Q1 2022$1,094,000
-10.4%
3,8040.0%0.15%
-18.7%
Q4 2021$1,221,000
+5.7%
3,804
-4.4%
0.18%
+4.6%
Q3 2021$1,155,000
+1.1%
3,9810.0%0.17%
+1.8%
Q2 2021$1,142,000
+16.2%
3,981
+4.1%
0.17%
+12.5%
Q1 2021$983,000
+29.2%
3,825
+27.4%
0.15%
+13.4%
Q4 2020$761,000
+11.3%
3,0030.0%0.13%
-2.9%
Q3 2020$684,000
+12.7%
3,0030.0%0.14%
-3.5%
Q2 2020$607,000
+28.9%
3,0030.0%0.14%
+13.5%
Q1 2020$471,000
-13.9%
3,0030.0%0.13%0.0%
Q4 2019$547,000
+9.6%
3,0030.0%0.13%
-4.5%
Q3 2019$499,000
+1.6%
3,0030.0%0.13%
+8.2%
Q2 2019$491,000
+4.2%
3,0030.0%0.12%
-6.2%
Q1 2019$471,000
+16.9%
3,0030.0%0.13%
+10.2%
Q4 2018$403,000
-18.9%
3,003
-2.8%
0.12%
-11.3%
Q3 2018$497,000
+7.3%
3,0880.0%0.13%
+2.3%
Q2 2018$463,000
+5.7%
3,0880.0%0.13%
-11.6%
Q1 2018$438,000
+0.9%
3,0880.0%0.15%
+36.1%
Q4 2017$434,000
+5.9%
3,0880.0%0.11%
-22.3%
Q3 2017$410,000
+21.7%
3,088
+15.9%
0.14%
+20.9%
Q2 2017$337,000
+7.0%
2,665
+2.9%
0.12%
-2.5%
Q1 2017$315,0002,5900.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Fee-Only Financial Planning, L.C. 122,751$33,426,18926.93%
Jentner Corp 158,119$43,057,39926.77%
MCIA Inc 243,241$70,170,10326.32%
Axiom Advisory, LLC 102,920$28,026,06025.23%
Safeguard Financial, LLC 188,009$51,196,63024.70%
Dougherty Wealth Advisers LLC 77,821$21,191,43724.54%
Mill Creek Capital Advisors, LLC 2,486,308$677,046,52622.50%
Retirement Investment Advisors, Inc. 813,010$221,390,75320.16%
TL Private Wealth 125,841$35,132,38720.13%
STEVENS CAPITAL PARTNERS 89,532$24,380,48019.56%
View complete list of VANGUARD INDEX FDS shareholders