Legend Financial Advisors, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,625 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.3%.

Quarter-by-quarter ownership
Legend Financial Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$19,334
-83.0%
71
-82.4%
0.02%
-83.2%
Q2 2023$114,033
-73.4%
403
-76.6%
0.10%
-73.7%
Q1 2023$429,287
+9.8%
1,721
-6.2%
0.36%
+5.6%
Q4 2022$391,059
-99.9%
1,835
-17.4%
0.34%
-23.5%
Q3 2022$475,396,000
+71603.8%
2,222
-25.2%
0.45%
-34.7%
Q2 2022$663,000
-23.4%
2,972
-0.3%
0.68%
+24.8%
Q1 2022$865,000
+18.0%
2,981
+30.5%
0.55%
+7.4%
Q4 2021$733,000
-15.3%
2,285
-23.3%
0.51%
-6.9%
Q3 2021$865,000
+34.7%
2,981
+33.3%
0.55%
+32.9%
Q2 2021$642,000
+14.0%
2,237
+0.6%
0.41%
-9.4%
Q4 2020$563,000
-19.5%
2,223
-27.6%
0.46%
-17.5%
Q3 2020$699,000
+6.1%
3,071
-5.8%
0.55%
+33.6%
Q2 2020$659,000
-76.7%
3,260
-81.9%
0.41%
-83.7%
Q1 2020$2,823,000
-17.6%
18,020
-4.2%
2.54%
-13.4%
Q4 2019$3,427,000
+1.8%
18,810
-7.1%
2.93%
+2.3%
Q3 2019$3,366,000
+0.4%
20,242
-1.3%
2.86%
-3.1%
Q2 2019$3,352,000
-18.8%
20,517
-22.3%
2.95%
-34.9%
Q1 2019$4,129,000
+15.0%
26,400
-1.2%
4.54%
-13.9%
Q4 2018$3,591,00026,7325.26%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 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