ERn Financial, LLC - VANGUARD INDEX FDS ownership

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%.

Quarter-by-quarter ownership
ERn Financial, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,483,501
-3.6%
23,809
+0.2%
1.41%0.0%
Q2 2023$6,723,301
+12.4%
23,761
-0.9%
1.41%
+7.0%
Q1 2023$5,980,550
+16.5%
23,976
-0.5%
1.32%
+12.4%
Q4 2022$5,132,767
-4.6%
24,085
-4.2%
1.17%
-15.0%
Q3 2022$5,380,000
-6.6%
25,147
-2.7%
1.38%
-2.0%
Q2 2022$5,760,000
-23.5%
25,842
-1.3%
1.40%
-15.8%
Q1 2022$7,530,000
-8.6%
26,184
+2.0%
1.67%
-9.3%
Q4 2021$8,239,000
+4.2%
25,675
-5.8%
1.84%
-9.3%
Q3 2021$7,910,000
+1.1%
27,259
-0.1%
2.03%
-26.9%
Q2 2021$7,823,000
+10.9%
27,276
-0.6%
2.77%
+1.6%
Q1 2021$7,055,000
-2.2%
27,446
-3.7%
2.73%
-8.1%
Q4 2020$7,217,000
-4.7%
28,486
-14.4%
2.97%
-16.2%
Q3 2020$7,576,000
+12.8%
33,283
+0.1%
3.54%
+4.1%
Q2 2020$6,719,000
+27.7%
33,246
-1.0%
3.40%
-1.6%
Q1 2020$5,262,000
+19.9%
33,580
+39.5%
3.46%
+35.8%
Q4 2019$4,387,000
+821.6%
24,080
+740.5%
2.55%
+650.0%
Q3 2019$476,000
+1.7%
2,8650.0%0.34%
-3.4%
Q2 2019$468,000
+1.5%
2,8650.0%0.35%
+26.6%
Q1 2019$461,000
+14.7%
2,865
-4.3%
0.28%
-23.0%
Q4 2018$402,0002,9950.36%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
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