9258 Wealth Management, LLC - VANGUARD INDEX FDS ownership

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VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,339 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 1.4%.

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Quarter-by-quarter ownership
9258 Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$758,792
-3.8%
2,7870.0%0.15%0.0%
Q2 2023$788,468
+13.4%
2,7870.0%0.15%
+5.7%
Q1 2023$695,065
+22.1%
2,787
+4.3%
0.14%
+13.8%
Q4 2022$569,323
-2.7%
2,672
-2.3%
0.12%
-18.0%
Q3 2022$585,000
-9.0%
2,734
-5.2%
0.15%
-9.1%
Q2 2022$643,000
-22.4%
2,8840.0%0.16%
-14.1%
Q1 2022$829,000
-10.4%
2,884
+0.0%
0.19%
-9.4%
Q4 2021$925,000
+12.9%
2,883
+2.2%
0.21%
-3.2%
Q3 2021$819,000
+1.2%
2,8220.0%0.22%
+0.5%
Q2 2021$809,000
+11.6%
2,8220.0%0.22%0.0%
Q1 2021$725,000
+1.4%
2,8220.0%0.22%
-6.4%
Q4 2020$715,000
+14.8%
2,8220.0%0.23%
-0.9%
Q3 2020$623,000
+8.9%
2,822
-0.3%
0.24%
+1.3%
Q2 2020$572,000
+0.5%
2,831
-11.9%
0.23%
-7.2%
Q1 2020$569,000
+66.4%
3,215
+71.1%
0.25%
+100.0%
Q4 2019$342,000–1,879–0.12%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
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