LIBERTY WEALTH MANAGEMENT LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,550 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.3%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,190
-99.9%
4,369
-3.3%
0.30%
-6.3%
Q2 2023$1,278,497
-6.5%
4,518
-18.3%
0.32%
+12.1%
Q1 2023$1,367,170
-18.6%
5,529
-29.6%
0.28%
-37.1%
Q3 2022$1,680,000
-8.1%
7,857
+8.6%
0.45%
-39.5%
Q2 2022$1,828,000
-11.3%
7,235
-3.8%
0.74%
-0.4%
Q1 2022$2,062,000
-80.4%
7,523
-3.8%
0.74%
+62.8%
Q4 2021$10,524,000
+347.4%
7,819
+0.1%
0.46%
-45.5%
Q3 2021$2,352,000
+110.0%
7,815
+79.4%
0.84%
+92.9%
Q2 2021$1,120,000
+22.0%
4,357
+21.9%
0.44%
-2.9%
Q1 2021$918,0000.0%3,5750.0%0.45%
-0.2%
Q4 2020$918,000
+11.8%
3,575
-0.9%
0.45%
-7.2%
Q3 2020$821,000
+17.0%
3,609
+4.0%
0.48%
-2.0%
Q2 2020$702,000
+19.6%
3,471
-7.3%
0.49%
-3.7%
Q1 2020$587,000
-20.5%
3,746
-7.6%
0.51%
-11.9%
Q4 2019$738,000
-3.0%
4,052
-11.4%
0.58%
-19.2%
Q3 2019$761,000
+4.4%
4,574
+2.5%
0.72%
+12.7%
Q2 2019$729,000
+5.5%
4,461
+1.0%
0.64%
+22.9%
Q1 2019$691,000
+17.3%
4,419
+0.7%
0.52%
+18.5%
Q4 2018$589,0004,3900.44%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 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