Braun-Bostich & Associates Inc. - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,344 filers reported holding VANGUARD INDEX FDS in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.3%.

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Quarter-by-quarter ownership
Braun-Bostich & Associates Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$303,353
+22.3%
1,1140.0%0.57%
-12.1%
Q2 2022$248,000
-22.5%
1,1140.0%0.64%
-6.4%
Q1 2022$320,000
-0.9%
1,1140.0%0.69%
+13.0%
Q3 2021$323,000
+0.9%
1,1140.0%0.61%
+4.5%
Q2 2021$320,000
+11.9%
1,1140.0%0.58%
+6.0%
Q1 2021$286,000
+1.4%
1,1140.0%0.55%
-3.0%
Q4 2020$282,000
+11.0%
1,1140.0%0.57%
+125.0%
Q3 2020$254,000
+12.9%
1,1140.0%0.25%
+14.5%
Q2 2020$225,000
+34.7%
1,1140.0%0.22%
+3.3%
Q1 2020$167,000
-18.9%
1,1140.0%0.21%
+4.9%
Q4 2019$206,000
+13.2%
1,1140.0%0.20%
+6.8%
Q2 2019$182,000
+4.6%
1,1140.0%0.19%
+5.0%
Q1 2019$174,000
+16.0%
1,1140.0%0.18%
+13.8%
Q4 2018$150,000
-16.2%
1,1140.0%0.16%
-8.1%
Q3 2018$179,000
+7.2%
1,1140.0%0.17%
+3.6%
Q2 2018$167,000
-3.5%
1,114
-8.8%
0.17%
+11.3%
Q1 2018$173,000
+0.6%
1,2220.0%0.15%
+2.7%
Q4 2017$172,000–1,222–0.15%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q1 2021
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