MBM Wealth Consultants, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,599 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 1.3%.

Quarter-by-quarter ownership
MBM Wealth Consultants, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$32,218,714
-3.7%
115,816
-1.4%
14.01%
-2.2%
Q2 2023$33,467,304
+116563.7%
117,442
+13.7%
14.33%
+22.5%
Q1 2023$28,687
+31.1%
103,3330.0%11.70%
+15.5%
Q4 2022$21,886
-99.9%
103,333
+5.5%
10.13%
-2.0%
Q3 2022$21,436,000
+9.3%
97,910
+11.3%
10.34%
+7.8%
Q2 2022$19,613,000
-19.6%
87,994
+3.7%
9.59%
-5.4%
Q1 2022$24,401,000
-1.7%
84,844
+9.7%
10.14%
-1.6%
Q4 2021$24,825,000
+15.9%
77,359
+4.8%
10.30%
+5.4%
Q3 2021$21,414,000
+1.4%
73,797
+0.2%
9.78%
-1.3%
Q2 2021$21,114,000
+15.5%
73,617
+3.5%
9.91%
+6.7%
Q1 2021$18,275,000
+2.6%
71,095
+1.1%
9.28%
-4.3%
Q4 2020$17,808,000
+15.1%
70,294
+3.4%
9.70%
-1.9%
Q3 2020$15,476,000
+15.1%
67,991
+2.2%
9.88%
+4.2%
Q2 2020$13,447,000
+70.2%
66,543
+31.9%
9.48%
+45.0%
Q1 2020$7,902,000
-12.9%
50,431
+1.3%
6.54%
-2.7%
Q4 2019$9,068,000
+6.9%
49,778
-2.4%
6.72%
+0.9%
Q3 2019$8,479,000
+3.7%
50,993
+2.9%
6.66%
-2.0%
Q2 2019$8,178,000
+7.0%
49,562
+1.4%
6.80%
+1.4%
Q1 2019$7,645,000
+18.1%
48,872
+1.4%
6.70%
+6.2%
Q4 2018$6,472,00048,1786.31%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
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