Lehman & Derafelo Financial Resources LLC - 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
Lehman & Derafelo Financial Resources LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$81,000
-3.6%
3790.0%0.03%0.0%
Q2 2022$84,000
-23.6%
3790.0%0.03%
-27.8%
Q3 2021$110,000
+0.9%
3790.0%0.04%
+20.0%
Q2 2021$109,000
+12.4%
3790.0%0.03%
+11.1%
Q1 2021$97,000
+1.0%
3790.0%0.03%
-6.9%
Q4 2020$96,000
+11.6%
3790.0%0.03%
+7.4%
Q3 2020$86,000
+11.7%
3790.0%0.03%0.0%
Q2 2020$77,000
+30.5%
3790.0%0.03%
+8.0%
Q1 2020$59,000
+51.3%
379
+76.3%
0.02%
+78.6%
Q4 2019$39,0002150.01%
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