Apexium Financial, LP - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,644 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 1.30 and the average weighting 1.4%.

Quarter-by-quarter ownership
Apexium Financial, LP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,468,132
-3.2%
9,064
+0.5%
0.25%
+9.3%
Q2 2023$2,551,018
+11.3%
9,015
-1.9%
0.23%
+0.4%
Q1 2023$2,291,917
+4.8%
9,188
-10.4%
0.22%
-0.9%
Q4 2022$2,186,078
+0.1%
10,258
+1.3%
0.23%
-16.2%
Q3 2022$2,184,000
+120.8%
10,122
+158.5%
0.27%
-52.4%
Q2 2022$989,000
+27.0%
3,916
+46.8%
0.57%
+39.1%
Q1 2022$779,000
-9.2%
2,667
-0.2%
0.41%
-7.7%
Q4 2021$858,000
+11.4%
2,673
+0.8%
0.44%
-0.4%
Q3 2021$770,000
+1.2%
2,6530.0%0.44%
-5.9%
Q2 2021$761,000
+11.6%
2,6530.0%0.47%
-5.4%
Q1 2021$682,000
+1.5%
2,6530.0%0.50%
-6.0%
Q4 2020$672,000
-2.7%
2,653
-12.6%
0.53%
-5.0%
Q3 2020$691,000
+12.5%
3,0370.0%0.56%
+0.7%
Q2 2020$614,000
+29.0%
3,0370.0%0.56%
-11.7%
Q1 2020$476,000
-27.3%
3,037
-15.5%
0.63%
-25.5%
Q4 2019$655,0003,5940.85%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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