Occidental Asset Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,401 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.82 and the average weighting 1.3%.

Quarter-by-quarter ownership
Occidental Asset Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,371,275
-24.3%
8,708
-21.3%
0.55%
-22.6%
Q2 2023$3,131,801
+1299.6%
11,068
+954.1%
0.71%
+1062.3%
Q4 2022$223,766
-0.1%
1,050
+0.2%
0.06%
-9.0%
Q3 2022$224,000
-3.4%
1,048
+0.5%
0.07%
-2.9%
Q2 2022$232,000
-13.1%
1,043
+12.2%
0.07%
+1.5%
Q1 2022$267,000
-3.6%
930
+7.9%
0.07%
+3.0%
Q4 2021$277,000
+10.8%
8620.0%0.07%
+1.5%
Q3 2021$250,0008620.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 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