Elwood & Goetz Wealth Advisory Group, LLC - VANGUARD INDEX FDS ownership

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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%.

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Quarter-by-quarter ownership
Elwood & Goetz Wealth Advisory Group, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$497,510
-6.0%
1,827
-2.4%
0.12%
-5.0%
Q2 2023$529,418
+13.4%
1,8710.0%0.12%
+9.0%
Q1 2023$466,702
+17.0%
1,8710.0%0.11%
-9.0%
Q4 2022$398,729
-1.5%
1,871
-1.2%
0.12%
-10.9%
Q3 2022$405,000
-4.0%
1,8930.0%0.14%
-2.8%
Q2 2022$422,000
-27.0%
1,893
-5.7%
0.14%
-21.2%
Q1 2022$578,000
-7.7%
2,008
+3.0%
0.18%
-8.2%
Q4 2021$626,000
+8.7%
1,950
-1.8%
0.20%
-2.0%
Q3 2021$576,000
-0.2%
1,986
-1.3%
0.20%
-8.3%
Q2 2021$577,000
+11.6%
2,0130.0%0.22%
+1.4%
Q1 2021$517,000
+1.4%
2,013
-0.0%
0.21%
-8.2%
Q4 2020$510,000
+11.4%
2,014
+0.0%
0.23%
-5.7%
Q3 2020$458,000
+9.3%
2,013
-2.9%
0.25%
-3.5%
Q2 2020$419,000
+28.9%
2,0740.0%0.26%
+5.3%
Q1 2020$325,000
-14.7%
2,074
-0.7%
0.24%
-11.0%
Q4 2019$381,000
+5.2%
2,089
-4.0%
0.27%
-4.5%
Q3 2019$362,000
+6.2%
2,176
+4.2%
0.29%
-2.1%
Q2 2019$341,000–2,089–0.29%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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