One Wealth Advisors, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.

Quarter-by-quarter ownership
One Wealth Advisors, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$560,414
-3.8%
2,0580.0%0.12%
+1.6%
Q2 2023$582,332
+13.4%
2,0580.0%0.12%
+3.4%
Q1 2023$513,348
+17.0%
2,0580.0%0.12%
+19.0%
Q4 2022$438,580
+6.2%
2,058
+6.7%
0.10%
-25.9%
Q3 2022$413,000
-44.2%
1,929
-41.9%
0.14%
-31.8%
Q2 2022$740,000
+6.0%
3,319
+36.8%
0.20%
+15.8%
Q1 2022$698,000
-12.2%
2,427
-2.1%
0.17%
-15.3%
Q4 2021$795,000
-6.1%
2,478
-15.1%
0.20%
-18.5%
Q3 2021$847,000
+1.2%
2,9190.0%0.25%
-6.4%
Q2 2021$837,000
+8.7%
2,919
-2.6%
0.26%
-10.2%
Q1 2021$770,000
-22.4%
2,996
-23.5%
0.30%
-45.3%
Q4 2020$992,000
+9.5%
3,916
-1.7%
0.54%
-13.8%
Q3 2020$906,000
+34.6%
3,982
+19.7%
0.62%
+16.8%
Q2 2020$673,000
-45.2%
3,328
-57.5%
0.54%
-56.0%
Q1 2020$1,227,000
+30575.0%
7,828
+30007.7%
1.22%
+40433.3%
Q4 2017$4,000260.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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