Windsor Wealth Management, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.

Quarter-by-quarter ownership
Windsor Wealth Management, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$363
-3.7%
1,3330.0%0.07%
-2.9%
Q2 2023$377
+14.6%
1,3330.0%0.07%
+6.2%
Q1 2023$329
-12.3%
1,333
-23.8%
0.06%
-16.9%
Q4 2022$375
-99.9%
1,750
-29.6%
0.08%
-42.5%
Q3 2022$538,000
-14.7%
2,487
-9.3%
0.13%
-16.8%
Q2 2022$631,000
-19.9%
2,741
-3.0%
0.16%
+10.3%
Q1 2022$788,000
-34.1%
2,826
-24.5%
0.15%
-33.3%
Q4 2021$1,195,000
+5.6%
3,743
-3.1%
0.22%
-7.6%
Q3 2021$1,132,000
+2.5%
3,861
+0.3%
0.24%
-0.8%
Q2 2021$1,104,000
+9.0%
3,849
-2.3%
0.24%
-0.8%
Q1 2021$1,013,000
-3.2%
3,940
-4.6%
0.24%
-9.7%
Q4 2020$1,046,000
+10.0%
4,1310.0%0.27%
-3.3%
Q3 2020$951,000
-0.5%
4,131
-12.7%
0.28%
-9.2%
Q2 2020$956,000
+41.0%
4,730
+9.2%
0.30%
+11.4%
Q1 2020$678,000
+23.3%
4,330
+43.3%
0.27%
+35.1%
Q4 2019$550,000
+51.1%
3,021
+34.4%
0.20%
+27.0%
Q3 2019$364,000
-11.0%
2,248
-9.3%
0.16%
-11.2%
Q2 2019$409,000
-3.8%
2,478
-8.9%
0.18%
-25.1%
Q1 2019$425,000
+13.9%
2,719
-2.0%
0.24%
-6.3%
Q4 2018$373,000
-28.1%
2,775
-14.0%
0.26%
-24.3%
Q3 2018$519,000
+7.5%
3,2250.0%0.34%
-10.8%
Q2 2018$483,000
+0.8%
3,225
-4.4%
0.38%
-6.7%
Q1 2018$479,0003,3750.40%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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