Clear Perspective Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.

Quarter-by-quarter ownership
Clear Perspective Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2021$5,007,000
+7.8%
15,604
-2.5%
1.52%
-4.3%
Q3 2021$4,644,000
+1.2%
16,0040.0%1.59%
-0.3%
Q2 2021$4,590,000
+5.4%
16,004
-5.5%
1.59%
-6.4%
Q1 2021$4,353,000
+2.5%
16,934
+1.0%
1.70%
-1.9%
Q4 2020$4,246,000
+3092.5%
16,760
+3.4%
1.74%
+2698.4%
Q3 2020$133,000
-95.9%
16,2100.0%0.06%
-96.5%
Q2 2020$3,276,000
+32.0%
16,210
+2.4%
1.79%
+7.9%
Q1 2020$2,481,000
-11.3%
15,835
+3.1%
1.66%
-4.4%
Q4 2019$2,798,000
-43.9%
15,360
-49.3%
1.73%
-23.5%
Q3 2019$4,991,000
+101.7%
30,280
+100.0%
2.26%
+42.5%
Q2 2019$2,474,000
-20.1%
15,140
-23.5%
1.59%
-27.7%
Q1 2019$3,096,000
+7.7%
19,792
-7.5%
2.20%
-8.1%
Q4 2018$2,875,000
+11.9%
21,405
+34.1%
2.39%
+25.5%
Q3 2018$2,570,000
+8.0%
15,960
+0.4%
1.90%
+14.5%
Q2 2018$2,380,000
+5.6%
15,8900.0%1.66%
-1.1%
Q1 2018$2,254,000
-7.4%
15,890
-8.2%
1.68%
-9.5%
Q4 2017$2,433,000
+13.6%
17,300
+7.2%
1.86%
+6.3%
Q3 2017$2,142,000
+4.0%
16,135
-0.5%
1.75%
+1.0%
Q2 2017$2,060,000
+8.3%
16,212
+3.7%
1.73%
+37.7%
Q1 2017$1,902,000
+10.2%
15,637
+1.0%
1.26%
+9.8%
Q4 2016$1,726,00015,4871.14%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
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