Bogart Wealth, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$330,070
-3.5%
1,212
+0.2%
0.02%
-9.1%
Q2 2023$342,027
-10.9%
1,209
-21.4%
0.02%
-15.4%
Q1 2023$383,978
-75.7%
1,539
-79.3%
0.03%
-76.4%
Q4 2022$1,581,254
+2828.2%
7,420
+2821.3%
0.11%
+2100.0%
Q3 2022$54,000
-5.3%
2540.0%0.01%0.0%
Q2 2022$57,000
-20.8%
254
+2.0%
0.01%
-16.7%
Q1 2022$72,000
-10.0%
249
+0.4%
0.01%
-14.3%
Q4 2021$80,000
+14.3%
248
+3.3%
0.01%0.0%
Q3 2021$70,000
-7.9%
240
-8.7%
0.01%
-12.5%
Q2 2021$76,000
+24.6%
263
+10.0%
0.01%0.0%
Q1 2021$61,000
-57.3%
239
-57.8%
0.01%
-70.4%
Q4 2020$143,000
+10.9%
5670.0%0.03%
-6.9%
Q3 2020$129,000
+6350.0%
567
+5054.5%
0.03%
+2800.0%
Q4 2019$2,0000.0%110.0%0.00%0.0%
Q3 2019$2,000
+100.0%
110.0%0.00%0.0%
Q2 2019$1,0000.0%110.0%0.00%
Q1 2019$1,000
-99.9%
11
-99.9%
0.00%
-100.0%
Q4 2018$1,418,000
+141700.0%
10,560
+105500.0%
0.71%
+70700.0%
Q4 2017$1,0000.0%100.0%0.00%0.0%
Q3 2017$1,000100.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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