Strategic Wealth Management Group, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,392 filers reported holding VANGUARD INDEX FDS in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.3%.

Quarter-by-quarter ownership
Strategic Wealth Management Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2021$344,000
+26.9%
1,199
+13.8%
0.13%
+21.2%
Q1 2021$271,000
+1.5%
1,054
+0.1%
0.10%
-10.3%
Q4 2020$267,000
+11.7%
1,053
+0.1%
0.12%0.0%
Q3 2020$239,000
-22.4%
1,052
-31.0%
0.12%
-36.3%
Q2 2020$308,0001,5240.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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