Watermark Asset Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 834 filers reported holding VANGUARD INDEX FDS in Q4 2018. The put-call ratio across all filers is 0.35 and the average weighting 1.3%.

Quarter-by-quarter ownership
Watermark Asset Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2018$179,000
-16.4%
1,336
+0.4%
0.08%
-5.7%
Q3 2018$214,000
-57.3%
1,331
-60.2%
0.09%
-58.7%
Q2 2018$501,000
-22.1%
3,347
-26.1%
0.21%
-20.2%
Q1 2018$643,000
-4.0%
4,532
-4.9%
0.27%
-4.3%
Q4 2017$670,000
+0.1%
4,765
-5.5%
0.28%
-3.8%
Q3 2017$669,000
-6.7%
5,041
-10.7%
0.29%
-10.2%
Q2 2017$717,000
+3.9%
5,644
-0.5%
0.32%
-0.6%
Q1 2017$690,0005,6700.32%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2018
NameSharesValueWeighting ↓
CBIZ Investment Advisory Services, LLC 33,347$71,065,18327.65%
Dougherty Wealth Advisers LLC 77,298$16,472,97727.06%
Jentner Corp 166,041$35,385,00926.16%
Fee-Only Financial Planning, L.C. 126,443$26,946,16122.58%
Mill Creek Capital Advisors, LLC 2,544,179$542,190,15422.52%
Axiom Advisory, LLC 98,249$20,939,97922.16%
Bromfield Sneider Wealth Advisors 99,797$21,267,69319.71%
Safeguard Financial, LLC 116,113$24,74517.72%
Retirement Investment Advisors, Inc. 127,641$27,201,57417.61%
TL Private Wealth 138,969$30,019,99517.50%
View complete list of VANGUARD INDEX FDS shareholders