Foresight Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.

Quarter-by-quarter ownership
Foresight Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$357,000
-11.0%
1,668
-7.3%
0.08%
-1.2%
Q2 2022$401,000
-53.0%
1,800
-57.4%
0.08%
-78.7%
Q2 2020$853,000
+24.9%
4,221
-3.2%
0.39%
-17.4%
Q1 2020$683,000
-0.7%
4,362
+15.5%
0.47%
+11.1%
Q4 2019$688,000
-34.3%
3,778
-40.0%
0.42%
-43.8%
Q3 2019$1,047,000
-25.5%
6,299
-26.8%
0.76%
-28.9%
Q2 2019$1,405,000
+5.3%
8,601
+0.8%
1.06%
-8.3%
Q1 2019$1,334,000
+7.3%
8,529
-7.9%
1.16%
-12.3%
Q4 2018$1,243,0009,2561.32%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
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